California Pacific Orthopaedics Research & Education Foundation
Nonprofit profile at a glance
- EIN
- 882978203
- IRS 990-EZ coverage
- 2025–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2023
- Location
- San Francisco, CA, USA
- Phone
- 4159955040
- Rating
- 79
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Medical Disciplines
Reported finances
- Revenue
- $94,427
- Expenses
- $96,761
- Assets
- $10,556
- Liabilities
- $31,812
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
5 people listed
Executive titles in this filing
- JAMES KELLY II MD (PRESIDENT)
- CAROLINE JACOBINI (TREASURER AND CEO)
People named in this filing
- HEINZ HOENECKE MD (DIRECTOR)
- GORDON LUNDY MD (DIRECTOR)
- MARK SCHRUMPF MD (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Education and research in the field of medicine.
What it reported doing in 2025
The organization has three programs. The first is a fellowship program for the shoulder and elbow team where a physician fellow is trained. The organization is also engaged in two clinical trials with smith & nephew and stryker which are shoulder implant companies.
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 89
- Transparency & Controls: 82
- Sustainability: 29
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 90%; rating input score 90
- Program expense ratio: 87.8%; rating input score 88
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -2.5%; rating input score 38; 38th percentile among comparable filings
- Total-asset coverage ratio: 0.11; rating input score 13; 13th percentile among comparable filings
- Liabilities to assets ratio: 3.01; rating input score 2; 2nd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- Where the money goes: 90% of revenue deployed · 87.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $85K in reported program spending
- Leadership: top reported pay $0 · 5 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Operating margin scored 38/100.
- High — Sustainability: Total-asset coverage ratio scored 13/100.
- High — Sustainability: Liabilities to assets ratio scored 2/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.