Nonprofit · EIN 88-4040797
ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION
Tax-exempt · CINCINNATI, OH 45241
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $85,418 | $58,810 | $26,608 | $92,496 | $10 | $92,486 |
| December 31, 2023 | 990 | $60,141 | $70,538 | -$10,397 | $65,878 | $0 | $65,878 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $85,418
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $57,624
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $57,624
- Management and general (functional)
- $1,186
Balance sheet and other
- Total assets, start of year
- $65,878
- Total assets, end of year
- $92,496
- Total liabilities, end of year
- $10
- Net assets, end of year
- $92,486
- Gross receipts
- $85,418
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2022
- State of legal domicile
- OH
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL EICHENSEER | BOARD MEMBER Trustee or director | 1 | $0 |
| KATRINA TRIMBLE | PRESIDENT AND CHAIRMAN Trustee or director, Officer | 2 | $0 |
| MICHAEL ROHMILLER | BOARD MEMBER Trustee or director | 1 | $0 |
| EMILY PHIPPS | TREASURER Trustee or director, Officer | 2 | $0 |
| KELLY OWENS | SECRETARY Trustee or director, Officer | 2 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL EICHENSEER | BOARD MEMBER Trustee or director | 1 | $0 |
| KATRINA TRIMBLE | PRESIDENT AND CHAIRMAN Trustee or director, Officer | 2 | $0 |
| MICHAEL ROHMILLER | BOARD MEMBER Trustee or director | 1 | $0 |
| EMILY PHIPPS | TREASURER Trustee or director, Officer | 2 | $0 |
| KELLY OWENS | SECRETARY Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 50 E BUSINESS WAY STE 200, CINCINNATI, OH 45241-2397
- Principal officer (990 for 2024)
- KATRINA TRIMBLE, 50 E BUSINESS WAY 200, CINCINNATI, OH 45241
- Signed the 990
- KATRINA TRIMBLE, PRESIDENT
- Phone
- (877) 829-5500
- Return prepared by
- WHITMER & COMPANY CPAS LLP
Mission
THE ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION AND CORRESPONDING FUND WAS ESTABLISHED TO SUPPORT ACTIVE EMPLOYEES AND THEIR IMMEDIATE FAMILIES BY PROVIDING FINANCIAL SUPPORT FOR ACADEMIC SCHOLARSHIPS AND FINANCIAL HARDSHIPS.
Program accomplishments
- GRANTS TO PROVIDE FINANCIAL SUPPORT FOR ACTIVE EMPLOYEES FOR SCHOLARSHIPS AND FINANCIAL HARDSHIPS.Expenses $57,624 · grants $57,624
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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 88-4040797
- 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)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $92,496
- Income (IRS master file)
- $85,418
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $85,418 | $58,810 | $92,496 | IRS |
| 990 | December 2023 | $60,141 | $70,538 | $65,878 | XML |
| 990 | December 2022 | $96,205 | $19,930 | $96,088 | IRS |
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 88-4040797).
Questions about ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION
- What is the EIN of ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION?
- The employer identification number (EIN) of ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION is 88-4040797.
- Is ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORTHOALLIANCE EMPLOYEE ASSISTANCE 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 ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION?
- The 990 for the year ended December 31, 2024 names KATRINA TRIMBLE.
- Who are the officers and directors of ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $85,418, expenses of $58,810 and total assets of $92,496 at year end.
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