California · Nonprofit
ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA
ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA (California) receives grants from 4 organizations whose IRS filings report $233,330 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($180,000). 2 of them have funded it in more than one year, and 84% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2024
- $2.5M
- Funders on record
- 4
- Grants received
- $233k
- Net assets
- $959k
What Orthopaedic Education and Research Institute of Southern California does
Mission
Orthopaedic research and educational activities.
As stated on its FY2024 Form 990.
Program
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…
$487,139 spent100% of program spending
The program described on its FY2023 Form 990. Program spending in total: $487,139.
The organization over time
Each line starts at 100 in 2021, so what you read is the shape rather than the size: 150 means half as much again as 2021, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $405k to $962k (+138%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2022 8%. Grants only. Government contracts and fees sit inside program revenue.
100% of ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA’s revenue is contributions — more reliant on donations than three-quarters of its peers (51% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 4 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Carlos Prietto Ii Md
Executive director/chair
As listed on its FY2024 Form 990.
Who funds it, year by year
2019 → 2022: the base broadened from 2 funders to 3 funders, grant income rose $46k → $46k.
2 of 4 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 84% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA leans on a few funders — its largest provides 77% of grant income and the top three 94%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA.
Largest funder’s share by year: 2019 88% · 2020 86% · 2021 100% · 2022 43% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
84% of ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $38k that is directly attributable, 100% of it comes from funders outside California, across 1 state.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $195k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA runs a healthier operating margin than three-quarters of the 8,121 health nonprofits its size.
this organization peer median middle 50% of peers· 8,121 health nonprofits $1M–$10M, FY2024
Organizations like ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
25% of spending goes to programs.
Governance
Public support
98%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA?
- ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA (California) receives grants from 4 organizations whose IRS filings report $233,330 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($180,000). 2 of them have funded it in more than one year, and 84% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA have?
- IRS filings report 4 organizations giving $233,330 in grants to ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA, 2 of which have funded it in more than one year.
- Who is the largest funder of ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $180,000 in grants. The full list of funders is on this page.
- How can an organization like ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Orthopaedic Education and Research Institute of Southern California →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2021–2024), and the filings of 4 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing