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California · Nonprofit

Southern California Orthopedic Research and Education Center

Southern California Orthopedic Research and Education Center (California) receives grants from 2 organizations whose IRS filings report $372,987 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($240,000). 2 of them have funded it in more than one year, and 64% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

$242k
Revenue FY2025
2
Funders on record
$373k
Grants received
$107k
Net assets
2/2 repeat funderspeak grant-dependency 29%

Three funders worth looking at

Grantmakers with no record of funding this organization, ranked by how strongly the co-funder graph and the mission embeddings agree. The evidence is in section 03.

See all 12 prospects and why each one surfaced →
01The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($270k) Expenses 100 ($230k) Net assets 100 ($90k)2018 Revenue 83 ($225k) Expenses 102 ($234k) Net assets 91 ($82k)2019 Revenue 88 ($238k) Expenses 102 ($235k) Net assets 94 ($85k)2020 Revenue 63 ($171k) Expenses 74 ($169k) Net assets 97 ($87k)2021 Revenue 96 ($260k) Expenses 70 ($161k) Net assets 207 ($187k)2022 Revenue 60 ($161k) Expenses 100 ($229k) Net assets 131 ($118k)2023 Revenue 78 ($210k) Expenses 99 ($227k) Net assets 112 ($102k)2024 Revenue 72 ($196k) Expenses 94 ($215k) Net assets 90 ($82k)2025 Revenue 90 ($242k) Expenses 94 ($215k) Net assets 119 ($107k)
'17'18'19'20'21'22'23'24'25
Revenue (90)Expenses (94)Net assets (119)

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.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 9 reported years ran a deficit.

$40k
17
$9k
18
$3k
19
$2k
20
$99k
21
$69k
22
$16k
23
$20k
24
$27k
25
5.9
months of
reserve
02Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 1 funder to 2 funders, grant income rose $50k → $61k.

Funder
'17
'18
'19
'20
'21
'22
'23
'24*
'25*
total
funders
1
1
2
1
1
1
2
2
1

1 of 2 of your funders are donor-advised or pass-through sponsors (tagged DAF)64% 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 Southern California Orthopedic Research and Education Center’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

Southern California Orthopedic Research and Education Center leans on a few funders — its largest provides 64% of grant income and the top three 100%; 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 Southern California Orthopedic Research and Education Center.

64%
largest funder
100%
top three
~2
effective funders

Largest funder’s share by year: 2017 100% · 2018 100% · 2019 65% · 2020 100% · 2021 100% · 2022 100% · 2023 82%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

64% of Southern California Orthopedic Research and Education Center'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 $133k that is directly attributable, 100% of it comes from funders outside California, across 1 state.

IL

In-state vs out-of-state, by year

18
19
20
21
22
23
California out of state home

Funder states come from each funder’s own filing. $240k arriving through sponsors registered in 1 stateis 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.

03Its place in the field

Funders to approach

Grantmakers that don’t fund you yet, surfaced two ways: they back organizations that share your funders, or their grantees resemble your mission. The ones both signals agree on come first.

From the co-funder graph (funders backing at least two comparable organizations, shrunk for grantee count, donor-advised and mega-funds excluded) and the universe embeddings. A research starting point; overlap is association, not a guarantee of fit.

Organizations like Southern California Orthopedic Research and Education Center

Nonprofits whose mission and program text most resemble this one, by semantic similarity over the universe of US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

04Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

69% of spending goes to programs.

Program 69%Management 31%Fundraising 0%

Governance

8
board members
100%
independent
Conflict-of-interest policyWhistleblower policyDocument retentionBoard reviewed the 990Audited financials

Public support

56%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Part of a family of 6 related entities

  • Southern California Orthopeic Institute · partnership
  • Bahamas Properties LLC · partnership
  • 5201 Truxton Avenue LLC · partnership
  • Noble Orthopedic Medical Corporation · corp_trust
  • FDP Development Inc · corp_trust

Screen this organization

A dated, signed PDF of the compliance screen for Southern California Orthopedic Research and Education Center: 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.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds Southern California Orthopedic Research and Education Center?
Southern California Orthopedic Research and Education Center (California) receives grants from 2 organizations whose IRS filings report $372,987 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($240,000). 2 of them have funded it in more than one year, and 64% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does Southern California Orthopedic Research and Education Center have?
IRS filings report 2 organizations giving $372,987 in grants to Southern California Orthopedic Research and Education Center, 2 of which have funded it in more than one year.
Who is the largest funder of Southern California Orthopedic Research and Education Center?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $240,000 in grants. The full list of funders is on this page.
How can an organization like Southern California Orthopedic Research and Education Center 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.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 2funders 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 August 27, 2026. What this page cannot tell you · view filing