Nonprofit · EIN 88-2978203
CALIFORNIA PACIFIC ORTHOPAEDICS RESEARCH & EDUCATION FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94118
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $94,427 | $96,761 | -$2,334 | $10,556 | $31,812 | -$21,256 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Program service revenue
- $94,427
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $85,000
- Professional fees and payments to contractors
- $11,746
- Other expenses
- $15
- Program services (functional)
- $85,000
Balance sheet and other
- Total assets, start of year
- $1,760
- Total assets, end of year
- $10,556
- Total liabilities, end of year
- $31,812
- Net assets, end of year
- -$21,256
- Cash, savings and investments
- $10,556
- Gross receipts
- $94,427
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEINZ HOENECKE MD | DIRECTOR | 1 | $0 |
| GORDON LUNDY MD | DIRECTOR | 1 | $0 |
| MARK SCHRUMPF MD | DIRECTOR | 1 | $0 |
| JAMES KELLY II MD | PRESIDENT | 1 | $0 |
| CAROLINE JACOBINI | TREASURER AND CEO | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3838 CALIFORNIA ST RM 715, SAN FRANCISCO, CA 94118-1509
- Mailing address (990-N for 2023)
- 3838 California Street Suite 715, San Francisco CA 94118
- Principal officer (990-N for 2023)
- James Kelly II, 3838 California Street Suite 715, San Francisco CA 94118
- Signed the 990-EZ
- CAROLINE JACOBINI, SECRETARY/TREASURER
- Phone
- (415) 995-5040
- Website
- www.cporef.org
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 88-2978203 or by the name CALIFORNIA PACIFIC ORTHOPAEDICS RESEARCH & EDUCATION FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
EDUCATION AND RESEARCH IN THE FIELD OF MEDICINE.
Program accomplishments
- 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.Expenses $85,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 88-2978203
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G90)
- Assets (IRS master file)
- $10,556
- Income (IRS master file)
- $94,427
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $94,427 | $96,761 | $10,556 | XML |
| 990-N for 2023 Officer: James Kelly II | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 88-2978203).
Questions about CALIFORNIA PACIFIC ORTHOPAEDICS RESEARCH & EDUCATION FOUNDATION
- What is the EIN of CALIFORNIA PACIFIC ORTHOPAEDICS RESEARCH & EDUCATION FOUNDATION?
- The employer identification number (EIN) of CALIFORNIA PACIFIC ORTHOPAEDICS RESEARCH & EDUCATION FOUNDATION is 88-2978203.
- Is CALIFORNIA PACIFIC ORTHOPAEDICS RESEARCH & EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to CALIFORNIA PACIFIC ORTHOPAEDICS RESEARCH & EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA PACIFIC ORTHOPAEDICS RESEARCH & EDUCATION FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA PACIFIC ORTHOPAEDICS RESEARCH & EDUCATION FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA PACIFIC ORTHOPAEDICS RESEARCH & EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of CALIFORNIA PACIFIC ORTHOPAEDICS RESEARCH & EDUCATION FOUNDATION?
- The 990-N for 2023 names James Kelly II.
- Who are the officers and directors of CALIFORNIA PACIFIC ORTHOPAEDICS RESEARCH & EDUCATION FOUNDATION?
- The 990-EZ for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA PACIFIC ORTHOPAEDICS RESEARCH & EDUCATION FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $94,427, expenses of $96,761 and total assets of $10,556 at year end.
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