2023-09-20T14:59:05-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2022-01-01 270383913 OMEGA MEDICAL GRANTS ASSOCIATION OMEG 8473187482 9400 W HIGGINS ROAD 205 ROSEMONT IL 60018 JOHN GLASER MD PRESIDENT 8473187482 2023-09-07 1 JOHN GLASER MD 999009999 1 JAMES R THOMAS P00095586 6305738600 2023-09-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN GLASER MD 9400 W HIGGINS ROAD 205 ROSEMONT IL 60018 2911861 0 X WWW.OMEGAMEDICALGRANTS.ORG X 2010 IL OMEGA AWARDS AND ADMINISTERS GRANTS FOR GRADUATE ORTHOPAEDIC MEDICAL EDUCATION. 7 7 0 7 0 0 3935759 1531835 571557 264795 22802 19684 0 908 4530118 1817222 4131151 2592730 0 0 417231 416612 0 0 0 78330 75852 4626712 3085194 -96594 -1267972 5080670 3000228 2247607 1472276 2833063 1527952 OMEGA MEDICAL GRANTS ASSOCIATION AWARDS AND ADMINISTERS GRANTS FOR GRADUATE ORTHOPAEDIC MEDICAL EDUCATION THROUGH AN OPEN, ACCESSIBLE PROCESS DESIGNED TO SAFEGUARD AGAINST POTENTIAL CONFLICTS OF INTEREST AND TO ENSURE TRANSPARENCY IN THE ALLOCATION OF RESOURCES. 0 0 3041206 2592730 264795 FINANCIAL SUPPORT OF ORTHOPAEDIC FELLOWSHIPS AND CME SCHOLARSHIPS. THE PROGRAM WAS SUPPORTED ALSO BY GRANTS RECEIVED TOTALING $1,430,481 IN 2022. 3041206 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X KRISTIN OLDS GLAVIN 8473187330 9400 W HIGGINS ROAD 205 ROSEMONT IL 60018 JOHN A GLASER MD PRESIDENT 1.00 X X 0 0 0 ROBERT J BIELSKI MD SECRETARY 1.00 X X 0 0 0 S ASHFAQ HASAN MD TREASURER 1.00 X X 0 0 0 KEVIN P BLACK MD DIRECTOR 1.00 X 0 0 0 ROBERT D BRONSTEIN MD DIRECTOR 1.00 X 0 0 0 PAUL T RUBERY MD DIRECTOR 1.00 X 0 0 0 REX C HAYDON MD DIRECTOR 1.00 X 0 0 0 KRISTIN OLDS GLAVIN ESQ EXECUTIVE DIRECTOR 5.00 37.50 X 45659 410917 68047 RHONDA TAIRA MANAGING DIRECTOR 37.50 X 180960 0 19113 226619 410917 87160 1 0 1 0 0 101354 1430481 1531835 ADMINISTRATIVE & APPLICATION FEES 611710 264795 264795 264795 39323 39323 1075000 1094639 -19639 -19639 -19639 OTHER 900099 908 908 908 1817222 264795 0 20592 2527130 2527130 65600 65600 252535 247802 4733 116868 114678 2190 6121 6006 115 16890 16573 317 24198 23744 454 586 586 22330 22330 129 129 1868 1868 2929 2929 39673 39673 4893 4893 639 639 863 863 1942 1942 3085194 3041206 43988 0 1344734 546176 175000 27469 21025 16393 10897 8048 6519 2392 1529 3514682 2420601 5080670 3000228 133542 156443 2114065 1315833 2247607 1472276 X 741570 598708 2091493 929244 2833063 1527952 5080670 3000228 -1267972 -37139 0 X X 0 1 X 1 0 X 2396410 2068160 9179750 3935759 1430481 19010560 2396410 2068160 9179750 3935759 1430481 19010560 16873786 2136774 4157 3861 7068 23550 39323 77959 19088519 0.11190 0.10550 X THIS STATEMENT IS ATTACHED IN ACCORDANCE WITH THE INSTRUCTIONS FOR SCHEDULE A (FORM 990) REGARDING AN ORGANIZATION THAT BELIEVES IT IS PUBLICLY SUPPORTED ACCORDING TO APPLICABLE REGULATIONS. TREAS. REG. SEC. 1.170A-9(F)(3) PROVIDES THAT AN ORGANIZATION MAY BE TREATED AS "PUBLICLY SUPPORTED" UNDER THE FACTS AND CIRCUMSTANCES TEST EVEN IF IT FAILS TO MEET THE 33 1/3 PERCENT MECHANICAL TEST. UNDER THE FACTS AND CIRCUMSTANCES TEST, AN ORGANIZATION WILL BE TREATED AS PUBLICLY SUPPORTED IF IT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROMGOVERNMENTAL UNITS, FROM DIRECT OR INDIRECT CONTRIBUTIONS FROM THE GENERAL PUBLIC, OR FROM A COMBINATION OF THESE SOURCES, AND MEETS CERTAIN OTHER REQUIREMENTS. THE PERTINENT FACTORS SET FORTH IN THE REGULATIONS ARE DISCUSSED BELOW:I) ATTRACTION OF PUBLIC SUPPORTOMEGA MEDICAL GRANTS ASSOCIATION ("OMEGA") IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS. OMEGA MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC INCLUDING CORPORATE CONTRIBUTORS IN THE AREAS OF MEDICAL TECHNOLOGY, PHARMACEUTICAL AND BIOTECHNOLOGY PRODUCTS.II) PERCENTAGE OF FINANCIAL SUPPORTUNDER THE REGULATIONS, THE HIGHER THE PERCENTAGE OF SUPPORT ABOVE THE 10% REQUIREMENT FROM PUBLIC SOURCES THE LESSER WILL BE THE BURDEN OF ESTABLISHING THE PUBLICLY SUPPORTED NATURE OF THE ORGANIZATION THROUGH OTHER FACTORS. THE PERCENTAGE OF SUPPORT RECEIVED FROM THE GENERAL PUBLIC FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021 IS 10.55% AND 11.19%, RESPECTIVELY.III) SOURCES OF SUPPORTOMEGA EXCEEDS THE 10% MINIMUM THRESHOLD BY DERIVING SUPPORT FROM NUMEROUS UNRELATED CORPORATE CONTRIBUTORS, RATHER THAN RECEIVING ALMOST ALL OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY. OMEGA'S ACTIVITIES APPEAL TO A BROAD CROSS-SECTION OF PERSONS NATIONWIDE WHO ARE INTERESTED IN SUPPORTING THE ORTHOPAEDIC FELLOWSHIP PROGRAM, THE FOUNDATIONAL COMPONENTS OF ORTHOPAEDIC PRACTICE AND PROFESSIONALISM. OMEGA DOES NOT LIMIT ITS ACTIVITIES TO A PARTICULAR COMMUNITY, LIMITED GROUP, OR REGION AND MAINTAINS A TRANSPARENT, CONFLICT-FREE, ARMS-LENGTH PROCESS FOR DETERMINING GRANT RECIPIENTS BASED UPON A MERIT-BASED APPROACH.IV) REPRESENTATIVE GOVERNING BODYOMEGA HAS A GOVERNING BODY REPRESENTATIVE OF THE BROAD INTERESTS OF THE PUBLIC, HAVING SPECIAL KNOWLEDGE OR EXPERTISE IN THE PARTICULAR FIELD IN WHICH THE ORGANIZATION OPERATES.V) AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATIONIN PROGRAMS OR POLICIESOMEGA PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS, INCLUDING AWARDING AND ADMINISTERING GRANTS FOR GRADUATE ORTHOPAEDIC MEDICAL EDUCATION THROUGH AN OPEN, ACCESSIBLE PROCESS DESIGNED TO SAFEGUARD AGAINST POTENTIAL CONFLICTS OF INTEREST AND TO ENSURE TRANSPARENCY IN THE ALLOCATION OF RESOURCES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8048 6519 1529 1529 X 1780083 -37139 -37139 1817222 0 1817222 3085194 0 3085194 0 3085194 PART X, LINE 2: THE ASSOCIATION IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX BY THE INTERNAL REVENUE SERVICE (IRS) PURSUANT TO THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE ASSOCIATION CONTINUES TO OPERATE IN COMPLIANCE WITH ITS TAX EXEMPT PURPOSE. THE ASSOCIATION HAS DETERMINED THAT IT DOES NOT HAVE UNCERTAIN TAX POSITIONS AND, THEREFORE, HAS NOT RECORDED A LIABILITY FOR ANY UNRECOGNIZED TAX BENEFITS. 1 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT ST YAWKEY BUILDING BOSTON MA 02114 041564655 501(C)(3) 189700 0 FELLOWSHIP BRIGHAM AND WOMEN'S HOSPITAL INC 116 HUNTINGTON AVE 3RD FLOOR BOSTON MA 02116 042312909 501(C)(3) 51000 0 FELLOWSHIP ORTHOPEDIC CLINICAL ASSOCIATES INC 91 PARKER HILL AVE BOSTON MA 02120 042562362 501(C)(3) 22000 0 FELLOWSHIP CHILDREN'S HOSPITAL CORPORATION DBA BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE MAILSTOP 3220 BOSTON MA 02115 042774441 501(C)(3) 54500 0 FELLOWSHIP ORTHOPAEDIC FOUNDATION FOR ACTIVE LIFESTYLES INC 2777 SUMMER STREET SUITE 500 STAMFORD CT 06905 061605002 501(C)(3) 24250 0 FELLOWSHIP NEW YORK SOCIETY FOR THE RELIEF OF RUPTURED & CRIPPLED MAINTAINING THE HOSP 535 EAST 70TH STREET NEW YORK NY 10021 131624135 501(C)(3) 175125 0 FELLOWSHIP MONTEFIORE MEDICAL CENTER DEPARTMENT OF ORTHOPAEDIC SURGERY 1250 WATERS PLACE 11TH FLOOR BRONX NY 10461 131740114 501(C)(3) 25000 0 FELLOWSHIP NYU SCHOOL OF MEDICINE NYU GROSSMAN SOM - SPONSORED PROGRAMS PO BOX 415026 BOSTON MA 022415026 135562308 501(C)(3) 101000 0 FELLOWSHIP TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NY (AR) 622 W 168TH STREET NEW YORK NY 10032 135598093 501(C)(3) 28000 0 FELLOWSHIP UNIVERSITY OF ROCHESTER (F&A) 601 ELMWOOD AVE BOX 665 ROCHESTER NY 14642 160743209 501(C)(3) 24000 0 FELLOWSHIP ORTHOPAEDIC FOUNDATION (THE) (THE ROTHMAN INSTITUTE) 125 S 9TH STREET PHILADELPHIA PA 19107 222620085 501(C)(3) 123000 0 FELLOWSHIP JERSEY CITY MEDICAL CENTER - RWJ BARNABAS HEALTH 355 GRAND STREET JERSEY CITY NJ 07302 222783298 501(C)(3) 15000 0 FELLOWSHIP PENN STATE UNIVERSITY COLLEGE OF MEDICINE (F&A AND TRAUMA) 500 UNIVERSITY DR G230 HERSHEY PA 170330850 246000376 501(C)(3) 44000 0 FELLOWSHIP BAYLOR SCOTT & WHITE CENTRAL TEXAS FOUNDATION-TEMPLE (AR) 2401 S 31ST ST MS-20-S103 TEMPLE TX 765080001 273513154 501(C)(3) 18285 0 FELLOWSHIP CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER (PEDS) 3333 BURNET AVE ML 4900 CINCINNATI OH 45229 310833936 501(C)(3) 28000 0 FELLOWSHIP OHIO STATE UNIVERSITY FOUNDATION (THE) (AR) 241 W 11TH AVE SUITE 6080 COLUMBUS OH 43210 311145986 501(C)(3) 22000 0 FELLOWSHIP CLEVELAND CLINIC FOUNDATION - CENTER FOR SPINE HEALTH (THE) CLEVELAND CLINIC CENTER FOR SPINE HEALTH ATTN LESLIE BERDECIA 9500 EU CLEVELAND OH 44195 340714585 501(C)(3) 56000 0 FELLOWSHIP INDIANA HAND TO SHOULDER CENTER (HAND) 8501 HARCOURT RD INDIANAPOLIS IN 46260 351298203 501(C)(3) 20000 0 FELLOWSHIP VANDERBILT UNIVERSITY MEDICAL CENTER 1161 21ST AVENUE SOUTH D-3300 MEDICAL CENTER NORTH NASHVILLE TN 372325445 352528741 501(C)(3) 72800 0 FELLOWSHIP INDIANA UNIVERSITY LOWER EXTREMITY ADULT RECONSTRUCTION FELLOWSHIP OFFICE OF RESEARCH ADMINISTRATION DEPARTMENT 78867 PO BOX 78000 DETROIT MI 482780867 356001673 501(C)(3) 22000 0 FELLOWSHIP RUSH UNIVERSITY MEDICAL CENTER (AR) 1201 W HARRISON STREET SUITE 300 CHICAGO IL 60607 362174823 501(C)(3) 28000 0 FELLOWSHIP REGENTS OF THE UNIVERSITY OF MINNESOTAREGIONS HOSPITAL 200 OAK ST SE SUITE 450 MINNEAPOLIS MN 55454 416007513 501(C)(3) 70000 0 FELLOWSHIP MAYO CLINIC ROCHESTER DEPARTMENT OF ORTHOPEDIC SURGERY 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)(3) 69000 0 FELLOWSHIP WASHINGTON UNIVERSITY CAMPUS BOX 1034 700 ROSEDALE AVE ST LOUIS MO 631121408 430653611 501(C)(3) 109250 0 FELLOWSHIP INSTITUTE FOR FOOT AND ANKLE RECONSTRUCTION AT MERCY (THE) 301 ST PAUL PLACE MCAULEY TOWER 15TH FLOOR BALTIMORE MD 21202 520591658 501(C)(3) 24000 0 FELLOWSHIP UNION MEMORIAL HOSPITAL 201 EAST UNIVERSITY PKWY JPB 400 BALTI JPB 400 BALTIMORE MD 21218 520591685 501(C)(3) 61000 0 FELLOWSHIP JOHNS HOPKINS UNIVERSITY (HAND) JOHNS HOPKINS UNIVERSITY CENTRAL LOCKBOX BANK OF AMERICA 12529 COLLE CHICAGO IL 60693 520595110 501(C)(3) 18000 0 FELLOWSHIP UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION 110 SOUTH PACA STREET 9TH FL BALTIMORE MD 21201 522238893 501(C)(3) 51000 0 FELLOWSHIP CARILION MEDICAL CENTER (AR) 213 S JEFFERSON ST INSTITUTE FOR ORTHOPAEDICS AND NEUROSCIE RONAOKE VA 24011 540506332 501(C)(3) 25000 0 FELLOWSHIP WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION HUNTINGTON BANK 230 WEST PIKE STREET CLARKSBURG WV 263022490 550665758 501(C)(3) 25000 0 FELLOWSHIP DUKE UNIVERSITY (AR AND F&A) 311 TRENT DR DURHAM NC 27710 560532129 501(C)(3) 27000 0 FELLOWSHIP ORTHOCAROLINA SPORTS MEDICINE CENTER 4601 PARK RD CHARLOTTE NC 28209 561093722 501(C)(3) 47000 0 FELLOWSHIP ATRIUM HEALTH FOUNDATION (FORMERLY CAROLINAS MEDICAL CENTER) PO BOX 32861 CHARLOTTE NC 282322861 566060481 501(C)(3) 24000 0 FELLOWSHIP HOUSTON METHODIST HOSPITAL (AR) 6445 MAIN ST SUITE 2500 HOUSTON TX 77030 571201170 501(C)(3) 28000 0 FELLOWSHIP EMORY UNIVERSITY 21 ORTHO LANE 5TH FLR ATLANTA GA 30329 580566256 501(C)(3) 43000 0 FELLOWSHIP CHILDREN'S HEALTHCARE OF ATLANTA 1575 NORTHEAST EXPY ATLANTA GA 30329 582367819 501(C)(3) 26000 0 FELLOWSHIP BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC 6855 RED ROAD SUITE 600 CORAL GABLES FL 33146 591923401 501(C)(3) 22000 0 FELLOWSHIP FLORIDA ORTHOPAEDIC INSTITUTE (FORMERLY FORE) 13020 N TELECOM PARKWAY TAMPA FL 33637 592929608 501(C)(3) 48000 0 FELLOWSHIP UNIVERSITY OF FLORIDA 207 GRINTER HALL PO BOX 115500 GAINESVILLE FL 32611 596002052 501(C)(3) 80000 0 FELLOWSHIP UNIVERSITY OF LOUISVILLE (FOUNDATION) DEPARTMENT OF ORTHOPAEDIC SURGERY DEPT OF ORTHOPAEDIC SURGERY 550 S JACKSON STREET 1ST FL LOUISVILLE KY 40202 611029626 501(C)(3) 22000 0 FELLOWSHIP CAMPBELL FOUNDATION (THE) 1400 S GERMANTOWN RD GERMANTOWN TN 38138 620548038 501(C)(3) 24000 0 FELLOWSHIP UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTONMCGOVERN MEDICAL SCHOO 6400 FANNIN ST SUITE 1700 HOUSTON TX 77030 741761309 501(C)(3) 53000 0 FELLOWSHIP UNIVERSITY OF TEXAS AT AUSTIN UT DELL MEDICAL SCHOOL JOSESPH M ABELL AR 3925 WEST BRAKER LANE BUILDING 156 SUITE 3340 MC A9000 AUSTIN TX 787595316 746000203 501(C)(3) 22000 0 FELLOWSHIP TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN 2222 WELBORN STREET DALLAS TX 75219 750818178 501(C)(3) 28000 0 FELLOWSHIP BAYLOR HEALTH CARE SYSTEM FOUNDATION-DALLAS (F&A) 3900 JUNIUS SUITE 500 DALLAS TX 75246 751606705 501(C)(3) 24735 0 FELLOWSHIP TEXAS ORTHOPEDIC RESEARCH AND EDUCATION FOUNDATION INC (TOREF) (FORMERLY 7401 S MAIN STREET HOUSTON TX 77030 821438713 501(C)(3) 32000 0 FELLOWSHIP TWIN CITES ORTHOPEDICS FELLOWSHIP (F&A AND SPORTS) TCO FOUNDATION 4010 WEST 65TH STREET EDINA MN 55435 830435069 501(C)(3) 20000 0 FELLOWSHIP UNIVERSITY OF COLORADO DENVER (AR F&A HAND SPINE SPORTS) GRANTS AND CONTRACTS 220743 CH PO BOX 910238 DENVER CO 802910238 846000555 501(C)(3) 22000 0 FELLOWSHIP UNIVERSITY OF UTAH SCHOOL OF MEDICINE (F&A) 590 WAKARA WAY SALT LAKE CITY UT 84108 876000525 501(C)(3) 51000 0 FELLOWSHIP UNIVERSITY OF WASHINGTON 12456 COLLECTIONS DRIVE CHICAGO IL 60693 916001537 501(C)(3) 20000 0 FELLOWSHIP STANFORD UNIVERSITY SCHOOL OF MEDICINE (AR) 450 BROADWAY STREET PAVILION C MC 6342 REDWOOD CITY CA 94063 941156365 501(C)(3) 28000 0 FELLOWSHIP SAN FRANCISCO GENERAL HOSPITAL FOUNDATION (TRAUMA) PO BOX 410836 SAN FRANCISCO CA 941410836 943189424 501(C)(3) 30000 0 FELLOWSHIP UNIVERSITY OF CALIFORNIA SAN FRANCISCO (ARSPINESPORTS) UCSF DEPT OF ORTHOPAEDIC SURGERY 500 PARNASSUS AVE MU 320 WEST SAN FRANCISCO CA 94143 946036493 501(C)(3) 52000 0 FELLOWSHIP UNIVERSITY OF CALIFORNIA DAVIS MEDICAL CENTER (ARFOOTHANDONCSPINETRAU UNIVERSITY OF THE CALIFORNIA DAVIS CASHIERS OFFICE PO BOX 989062 WEST SACRAMENTO CA 957989062 946036494 501(C)(3) 23750 0 FELLOWSHIP SCRIPPS HEALTH (ADULT LOWER EXTREMITY RECONSTRUCTION FELLOWSHIP) 4275 CAMPUS POINT COURT SAN DIEGO CA 92121 951684089 501(C)(3) 22000 0 FELLOWSHIP HOAG HOSPITAL FOUNDATION (SPORTS AND AR) 330 PLACENTIA AVE SUITE 100 NEWPORT BEACH CA 92663 953222343 501(C)(3) 22000 0 FELLOWSHIP CHILDREN'S SPECIALISTS OF SAN DIEGO AMGRADY CHILDRENS HOSPITAL 3020 CHILDRENS WAY MC 5062 SAN DIEGO CA 92123 953255175 501(C)(3) 24000 0 FELLOWSHIP UNIVERSITY OF CALIFORNIA LOS ANGELES (AR) ORTHOPAEDIC HOSPITAL RESEARCH CENTER 615 CHARLES E YOUNG DRIVE SO LOS ANGELES CA 900957358 956006143 501(C)(3) 27000 0 FELLOWSHIP 58 0 CME SCHOLARSHIP AWARDS 35 65600 SCHOLARSHIPS TO SUPPORT CONTINUING MEDICAL EDUCATION. PART I, LINE 2: PROGRAMS THAT ARE AWARDED GRANTS THROUGH THE MERIT-BASED APPLICATION REVIEW PROCESS ARE REQUIRED TO PROVIDE OMEGA WITH TWO REPORTS REGARDING THE USE OF FUNDS PROVIDED BY OMEGA. ACCEPTANCE OF THE GRANT AND USE OF THE FUNDS IS CONDITIONAL UPON RECIPIENT'S TIMELY, ACCURATE, AND THOROUGH COMPLETION OF ALL INFORMATION FIELDS REQUESTED IN ONLINE REPORTING REQUIRED BY OMEGA. THIS REPORTING INCLUDES THE USE OF FUNDS SUMMARY, COPIES OF RECEIPTS AND A SUMMARY OF SUPPORTED ACTIVITIES INCLUDING RESEARCH, PRESENTATIONS AND PROCEDURES PERFORMED. X X X 0 0 0 0 0 0 0 0 0 KRISTIN OLDS GLAVIN ESQ EXECUTIVE DIRECTOR 45659 348164 0 62753 0 0 4566 41091 2239 20151 52464 472159 0 0 RHONDA TAIRA MANAGING DIRECTOR 177460 0 3500 0 0 0 17946 0 1167 0 200073 0 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF THE AMERICAN ORTHOPAEDIC ASSOCATION (AOA), WHICH IS THE SOLE MEMBER OF OMEGA. COMPENSATION IS ESTABLISHED BY WRITTEN CONTRACT AND REVIEWED BY AN AOA COMPENSATION COMMITTEE (TOP ELECTED LEADERSHIP). CONTRACTUAL PARAMETERS FOR COMPENSATION HAVE BEEN REVIEWED BY OUTSIDE COUNSEL TO ASSURE COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS AND ADDITIONALLY COMPENSATION SURVEYS ARE REVIEWED ANNUALLY. COMPENSATION COMMITTEE REVIEWS AND ADJUSTS ANNUALLY BASED ON CONTRACTUAL PARAMETERS. FORM 990, PART V, LINE 2A: THE ORGANIZATION IS ADMINISTERED BY STAFF PROVIDED BY THE AMERICAN ORTHOPAEDIC ASSOCIATION, THE ORGANIZATION'S SOLE MEMBER. ALL EXPENSES RELATED TO SUCH STAFFING ARE REIMBURSED BY THE ORGANIZATION TO THE AMERICAN ORTHOPAEDIC ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 6 AMERICAN ORTHOPAEDIC ASSOCIATION IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A AMERICAN ORTHOPAEDIC ASSOCIATION EXECUTIVE COMMITTEE APPOINTS THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FULL BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE COMPLETED ANNUALLY. IN ADDITION, STAFF ANNUALLY CHECKS DISCLOSURE BY CONTRIBUTING ORGANIZATIONS AND FOLLOWS UP WITH ANY INDIVIDUALS FOR FURTHER EXPLANATIONS, AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15A AMERICAN ORTHOPAEDIC ASSOCIATION, A RELATED PARTY, DETERMINES COMPENSATION USING THE FOLLOWING METHOD. COMPENSATION PROCESS FOR TOP OFFICIAL IS ESTABLISHED BY WRITTEN CONTRACT AND REVIEWED BY COMPENSATION COMMITTEE (TOP ELECTED LEADERSHIP). CONTRACTUAL PARAMETERS FOR COMPENSATION REVIEWED BY OUTSIDE COUNSEL TO ASSURE COMPARABLE COMPENSATION FOR SIMILIARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITION AT SIMILAR ORGANIZATIONS. COMPENSATION COMMITTEE REVIEWS AND ADJUSTS ANNUALLY BASED ON CONTRACTUAL PARAMETERS. OMEGA UTILIZIES THIS COMPENSATION DETERMINATION PROCESS BY AGREEING TO PAY A PERCENTAGE OF THE TOTAL COMPENSATION AS DETERMINED BY AMERICAN ORTHOPAEDIC ASSOCIATION, FOR WORK DONE FOR OMEGA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. PAGE 12, FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT AND THE OVERSIGHT OF ITS ANNUAL AUDIT. THIS PROCESS WAS NOT CHANGED DURING THE YEAR. AMERICAN ORTHOPAEDIC ASSOCIATION 9400 W HIGGINS RD STE 205 ROSEMONT IL 60018 136118458 SEE PART VII IL 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 THE AMERICAN ORTHOPAEDIC ASSOCIATION S 101354 FMV SCHEDULE R, PART II, COLUMN (B) ENGAGING THE ORTHOPAEDIC COMMUNITY TO DEVELOP LEADERS, STRATEGIES, AND RESOURCES TO GUIDE THE FUTURE OF MUSCULOSKELETAL CARE. SCHEDULE R, PART V, LINE 1 DURING 2022, AOA RECEIVED A LOAN THAT WAS FORGIVEN THROUGH THE PAYCHECK PROTECTION PROGRAM (THE PPP LOAN). OF THIS AMOUNT, $56,000 WAS ALLOCATED TO OMEGA TO COVER THE ALLOCATED SHARE OF RELATED PAYROLL COSTS THAT ARE ELIGIBLE UNDER THE PROGRAM. IN ADDITION, AOA RECEIVED FUNDING UNDER THE EMPLOYEE RETENTION CREDIT PROGRAM (ERC PROGRAM) FOR QUALIFIED WAGES. $45,354 WAS PASSED TO THE OMEGA FOR THE PROPORTIONATE SHARE OF RELATED PAYROLL COSTS.