ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION (EIN 36-6009467)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202501359349315215
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T16:29:23-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363321958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Desmond & Ahern Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10827 S Western Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60643 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366009467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orthopaedic Research and Education | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORTH | BusinessNameControlTxt |
| Phone | 8476989980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W Higgins Road 320 | AddressLine1Txt |
| City | Rosemont | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrew N Pollak MD | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8476989980 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mel Padillo | PreparerPersonNm |
| PTIN | P03172019 | PTIN |
| Phone | 7737794720 | PhoneNum |
| Preparation | 2025-04-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Andrew N Pollak MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W Higgins Road 320 | AddressLine1Txt |
| City | Rosemont | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,546,245 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oref.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | Improving lives by supporting excellence in orthopaedic research. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 101 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,219,832 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,251,613 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $422,121 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,004,153 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,641,953 | PYTotalRevenueAmt |
| CY Total Revenue | $4,255,766 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,130,495 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,321,355 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,146,586 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,285,758 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $867,213 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,297,077 | PYOtherExpensesAmt |
| CY Other Expenses | $1,631,072 | CYOtherExpensesAmt |
| PY Total Expenses | $5,574,158 | PYTotalExpensesAmt |
| CY Total Expenses | $5,238,185 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,932,205 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$982,419 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,252,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,495,900 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,921,101 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,459,455 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,330,930 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,036,445 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Orthopaedic Research and Education Foundation (OREF) mission is improving lives by supporting excellence in orthopaedic research. OREF's vision is that it will be the leader in supporting orthopaedic research to improve function, eliminate pain and restore mobility. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,846,993 | ExpenseAmt |
| Grant | $1,321,355 | GrantAmt |
| Desc | Grant program: The purpose of OREF is to support research into the causes and treatment of musculoskeletal diseases and injuries. OREF's niche is supporting surgeon-researchers and PHD-researchers in basic science/translation, clinical, and health services research. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OREF's education program offers new orthopaedic medical researchers the opportunity to develop their research interests and skills. Through educational programming, OREF supports emerging talent to help them successfully pursue research careers. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,846,993 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rhonda Dirr and Lee Grossman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476989980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W Higgins Road | AddressLine1Txt |
| City | Rosemont | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Joshua J Jacobs MD | |||||||
| President | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Thomas P Sculco MD | |||||||
| Past President | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Richard F Kyle MD | |||||||
| Past President | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Andrew N Pollak MD | |||||||
| Secretary/Treasurer | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Francis Y Lee MD PhD | |||||||
| Chair RGC | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jeffrey S Abrams MD | |||||||
| Chair, Innovations & Partn | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Richard F Santore MD | |||||||
| Chair-Individual Developme | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Annunziato Amendola MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Daniel J Berry MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| David C Templeman MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Eric V Dremel | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Evalina Burger-Van der Walt MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| James R Ficke MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeremie M Axe MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| John D Kelly IV MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Karen L Hackett | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary Lloyd Ireland MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael M Chau MD PhD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael P Bolognesi MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Nicholas M Bernthal MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Stuart Weinstein MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Rhonda Dirr | |||||||
| Executive Director | 40.00 | Yes (X) | $104,098 | $0 | $22,993 | ||
| Lee Grossman | |||||||
| CEO | 40.00 | Yes (X) | $269,749 | $0 | $59,039 | ||
| Dan Krupp | |||||||
| Corporate Relations/Innova | 40.00 | $146,351 | $0 | $13,450 | Yes (X) | ||
| Deborah Cummins | |||||||
| VP of Research and Grants | 40.00 | $127,342 | $0 | $37,335 | Yes (X) | ||
| Edward Hoover | |||||||
| Senior VP of Development | 40.00 | $121,133 | $0 | $56,841 | Yes (X) | ||
| Karen Pubentz | |||||||
| Sr. Director of Communicat | 40.00 | $131,867 | $0 | $25,415 | Yes (X) | ||
| John Johnson | |||||||
| Campaigns Director | 1.00 | $105,943 | $0 | $12,206 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,006,483 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $227,279 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blue Cross Blue Shield of IL | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 650615 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75265 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Health Insurance | ServicesDesc |
| Compensation | $260,561 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,251,613 | AllOtherContributionsAmt |
| Total Contributions | $3,251,613 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $354,395 | TotalRevenueColumnAmt |
| Exclusion | $354,395 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,940,237 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,290,479 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $649,758 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $649,758 | TotalRevenueColumnAmt |
| Exclusion | $649,758 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,255,766 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,004,153 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,133,161 | TotalAmt |
| Program Services | $1,133,161 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,194 | TotalAmt |
| Program Services | $188,194 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $455,879 | TotalAmt |
| Program Services | $286,311 | ProgramServicesAmt |
| Management And General | $67,664 | ManagementAndGeneralAmt |
| Fundraising | $101,904 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,403,186 | TotalAmt |
| Program Services | $881,261 | ProgramServicesAmt |
| Management And General | $208,266 | ManagementAndGeneralAmt |
| Fundraising | $313,659 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,807 | TotalAmt |
| Program Services | $142,444 | ProgramServicesAmt |
| Management And General | $33,664 | ManagementAndGeneralAmt |
| Fundraising | $50,699 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,674 | TotalAmt |
| Program Services | $47,526 | ProgramServicesAmt |
| Management And General | $11,232 | ManagementAndGeneralAmt |
| Fundraising | $16,916 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,212 | TotalAmt |
| Program Services | $78,010 | ProgramServicesAmt |
| Management And General | $18,436 | ManagementAndGeneralAmt |
| Fundraising | $27,766 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,474 | TotalAmt |
| Program Services | $12,449 | ProgramServicesAmt |
| Management And General | $5,594 | ManagementAndGeneralAmt |
| Fundraising | $4,431 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,130 | TotalAmt |
| Program Services | $26,661 | ProgramServicesAmt |
| Management And General | $11,980 | ManagementAndGeneralAmt |
| Fundraising | $9,489 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,479 | TotalAmt |
| Management And General | $36,479 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,910 | TotalAmt |
| Program Services | $65,315 | ProgramServicesAmt |
| Management And General | $29,348 | ManagementAndGeneralAmt |
| Fundraising | $23,247 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,517 | TotalAmt |
| Program Services | $114,762 | ProgramServicesAmt |
| Management And General | $6,668 | ManagementAndGeneralAmt |
| Fundraising | $88,087 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,485 | TotalAmt |
| Program Services | $34,412 | ProgramServicesAmt |
| Management And General | $14,021 | ManagementAndGeneralAmt |
| Fundraising | $9,052 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,469 | TotalAmt |
| Program Services | $106,434 | ProgramServicesAmt |
| Management And General | $25,153 | ManagementAndGeneralAmt |
| Fundraising | $37,882 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,948 | TotalAmt |
| Program Services | $33,289 | ProgramServicesAmt |
| Management And General | $31,491 | ManagementAndGeneralAmt |
| Fundraising | $93,168 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,211 | TotalAmt |
| Program Services | $21,460 | ProgramServicesAmt |
| Management And General | $3,889 | ManagementAndGeneralAmt |
| Fundraising | $10,862 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,814 | TotalAmt |
| Program Services | $107,290 | ProgramServicesAmt |
| Fundraising | $69,524 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,983 | TotalAmt |
| Program Services | $6,270 | ProgramServicesAmt |
| Management And General | $1,481 | ManagementAndGeneralAmt |
| Fundraising | $2,232 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,836 | TotalAmt |
| Program Services | $64,785 | ProgramServicesAmt |
| Management And General | $4,809 | ManagementAndGeneralAmt |
| Fundraising | $7,242 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Ortho Partners Awards | $494,000 | $494,000 | ||
| Bad debt | $13,000 | $13,000 | ||
| Dues and subscriptions | $4,711 | $2,959 | $699 | $1,053 |
| Miscellaneous | $105 | $105 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,238,185 | TotalAmt |
| Program Services | $3,846,993 | ProgramServicesAmt |
| Management And General | $523,979 | ManagementAndGeneralAmt |
| Fundraising | $867,213 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232 | BOYAmt |
| EOY | $77,117 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,510,564 | BOYAmt |
| EOY | $361,086 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,487,666 | BOYAmt |
| EOY | $624,017 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,606 | BOYAmt |
| EOY | $75,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $181,754 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $177,594 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,143 | BOYAmt |
| EOY | $4,160 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,343,812 | BOYAmt |
| EOY | $15,624,036 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,841,008 | BOYAmt |
| EOY | $4,729,676 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,252,031 | BOYAmt |
| EOY | $21,495,900 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $514,904 | BOYAmt |
| EOY | $426,555 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,560,624 | BOYAmt |
| EOY | $3,384,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $845,573 | BOYAmt |
| EOY | $648,400 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,921,101 | BOYAmt |
| EOY | $4,459,455 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,667,970 | BOYAmt |
| EOY | -$3,363,287 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,998,900 | BOYAmt |
| EOY | $20,399,732 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,330,930 | BOYAmt |
| EOY | $17,036,445 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,252,031 | BOYAmt |
| EOY | $21,495,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$982,419 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $671,694 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $16,240 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,932,349 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,959,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,690,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,219,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,251,613 | CurrentTaxYearAmt |
| Total | $17,053,792 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,932,349 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,959,720 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,690,278 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,219,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,251,613 | CurrentTaxYearAmt |
| Total | $17,053,792 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,647,600 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,406,192 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $467,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $389,234 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $544,505 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $324,472 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,072 | CurrentTaxYearAmt |
| Total | $1,778,814 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,832,606 | TotalSupportAmt |
| Public Support CY170 | 0.81810 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80300 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,255,229 | BeginningYearBalanceAmt |
| Contributions | $605,845 | ContributionsAmt |
| Investment Earnings Or Losses | $1,396,608 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$394,833 | OtherExpendituresAmt |
| End Year Balance | $12,862,845 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,561,394 | BeginningYearBalanceAmt |
| Contributions | $44,291 | ContributionsAmt |
| Investment Earnings Or Losses | $1,160,278 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $510,734 | OtherExpendituresAmt |
| End Year Balance | $11,255,229 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,241,439 | BeginningYearBalanceAmt |
| Contributions | $6,579 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,143,996 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $542,628 | OtherExpendituresAmt |
| End Year Balance | $10,561,394 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,199,908 | BeginningYearBalanceAmt |
| Contributions | $7,026 | ContributionsAmt |
| Investment Earnings Or Losses | $3,592,759 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $558,254 | OtherExpendituresAmt |
| End Year Balance | $13,241,439 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,961,755 | BeginningYearBalanceAmt |
| Contributions | $13,785 | ContributionsAmt |
| Investment Earnings Or Losses | -$82,175 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,900 | OtherExpendituresAmt |
| End Year Balance | $7,873,465 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,447 | OtherCostOrOtherBasisAmt |
| Depreciation | $48,925 | DepreciationAmt |
| Book Value | $1,522 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $131,307 | OtherCostOrOtherBasisAmt |
| Depreciation | $128,669 | DepreciationAmt |
| Book Value | $2,638 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,160 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Charitable Remainder Trust Receivable | $2,742,892 |
| Cash Surrender Value of Life Insurance | $1,906,949 |
| Other receivables | $12,584 |
| Right Of Use - Lease Assets | $67,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,729,676 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Orthopaedic Partners | $580,380 |
| Lease Liability ST | $68,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $648,400 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,923,109 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $671,694 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $32,128 | OtherRevenueAmt |
| Revenue Not Reported | $703,822 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,219,287 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $36,479 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $36,479 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,255,766 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,217,594 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $15,888 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $15,888 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,201,706 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $36,479 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $36,479 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,238,185 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | On behalf of other orthopaedic organizations, the Foundation accepts contributions for which it performs recordkeeping and provides grants requested by those organizations. |
| Part X, Line 2: | FIN 48 Note from Audited Financial Statements: The Foundation, an Illinois nonprofit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. The Foundation's annual information and income tax returns filed with the federal and state governments are subject to examination generally for three years after they are filed. The Foundation has adopted the requirements for accounting for uncertain tax positions and management has determined that the Foundation was not required to record a liability related to uncertain tax positions as of June 30, 2024. |
| Part XI, Line 2d - Other Adjustments: | Change in cash surrender value of life insurance policies 44,641. Change in charitable remainder trust receivable -12,513. |
| Part XII, Line 2d - Other Adjustments: | Orthopaedic partner endowment distribution 15,888. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Boston Children's Hospital | ||||||||||||
| 300 Longwood Avenue | Boston | MA | 02115 | 042774441 | $20,000 | $0 | Effect of vitamin D in prevention and treatment of pediatric fractures | |||||
| Columbia University Irving Medical Center | ||||||||||||
| Sponsored Projects Administration | New York | NY | 10032 | 135598093 | $20,000 | $0 | Enhanced Enthesis Regeneration via Gli1+ Enthesis Stem Cell Treatment | Columbia University 630 West 168th | ||||
| MAYO CLINIC ROCHESTER MN | ||||||||||||
| 200 First St SW | Rochester | MN | 559050001 | 416011702 | $20,000 | $0 | Osteoarthritis Gene Therapy: A 30-Year Journey from Concept to Clinical Trials | |||||
| Medical Technology Enterprise Consortium - The Geneva Foundation | ||||||||||||
| 315 Sigma Drive | Summerville | SC | 29486 | 474960128 | $50,000 | $0 | Objective Dynamic and 3D Knee Assessment Medical Device to Improve Recovery and Accelerate Return to Readiness of Members with Knee Pain | |||||
| Medical Technology Enterprise Consortium - The Henry Jackson Foundation for | ||||||||||||
| 315 Sigma Drive | Summerville | SC | 29486 | 474960128 | $50,000 | $0 | Dynamic Gait-Synchronous Neuromuscular Electrical Stimulation Following Anterior Cruciate Ligament Reconstruction | |||||
| MedStar Health Research Institute | ||||||||||||
| 6525 Belcrest Road Suite 700 | Hyattsville | MD | 20782 | 526056274 | $149,948 | $0 | Treating Cauda Equina Syndrome from a Health Care Disparities Perspective | |||||
| The Hospital for Special Surgery | ||||||||||||
| 535 East 70th Street | New York | NY | 10021 | 131624135 | $300,000 | $0 | Objective TKA Laxity: Correlation with Patient Perceptions of Instability? | |||||
| The Hospital for Special Surgery | ||||||||||||
| 535 East 70th Street | New York | NY | 10021 | 131624135 | $50,000 | $0 | Characterizing the effects of corticosteroids in rotator cuff tendinopathy | |||||
| The Ohio State University | ||||||||||||
| 1960 Kenny Road | Columbus | OH | 43210 | 316025986 | $20,000 | $0 | Transformative Solutions for Reducing Frequent 911 Fall Calls | |||||
| The Regents of the University of California on Behalf of its Davis Campus | ||||||||||||
| Office of Sponsored Programs One | Davis | CA | 95616 | 946036494 | $50,000 | $0 | Decellularized Skeletal Muscle Matrix for Open Fractures with Muscle Loss | Shields Ave | ||||
| The Trustees of the University of Pennsylvania | ||||||||||||
| 3451 Walnut Street Franklin | Philadelphia | PA | 19104 | 231352685 | $18,290 | $0 | Validating the use of Next-Generation Sequencing in Open Fracture Care | Building 5th floor | ||||
| University of Florida | ||||||||||||
| 207 Grinter Hall | Gainesville | FL | 32611 | 596002052 | $25,000 | $0 | Educational tools for injury prevention guidelines for baseball caregivers | |||||
| University of Washington | ||||||||||||
| Office of Sponsored Programs 4333 | Seattle | WA | 98195 | 916001537 | $100,000 | $0 | Magnetic Microgels for Composite Musculoskeletal Tissue Regeneration | Brooklyn Ave NE Box 359472 | ||||
| Washington University in StLouis | ||||||||||||
| Campus Box 1054 One Brookings Drive | St Louis | MO | 631304862 | 430653611 | $20,000 | $0 | Identification & Imaging of Skeletal Muscle Response to Graded Nerve Crush | |||||
| Washington University School of Medicine in St Louis | ||||||||||||
| 660 S Euclid Avenue Campus Box 8233 | Saint Louis | MO | 63110 | 430653611 | $20,000 | $0 | Mediators of the OA Cascade in the Pre-Arthritic Hip | |||||
| Yale University | ||||||||||||
| PO Box 208327 | New Haven | CT | 065208327 | 060646973 | $19,980 | $0 | Mid-Substance PCL Tear: A Novel Arthroscopic Direct Repair Technique | |||||
| London Health Sciences Centre Research Inc | ||||||||||||
| 444444444 | $149,943 | $0 | Fixation for Fractures Around the Ankle in the Frail or Compromised Elderly | 750 Base Line Road Suite 300 | Ontario | Ontario | CA | |||||
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Awards/Grants | 7 | $10,500 |
| Resident Symposia | 9 | $103,000 |
| Awards | 17 | $74,694 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Research Grants Committee is responsible for allocating research funding to advance research in the specialty of orthopaedics and is empowered to establish criteria for the allocation and distribution of philanthropic funds to advance research in the specialty of orthopaedics, implement and conduct independent peer review process to select research funding recipients, prepare and distribute necessary promotional information and application forms for research grants and awards and to accept and allocate or decline to allocate, at its sole and absolute discretion, grants and awards for research. One-year grant recipients receive 50% of the funds to start, then 40% after a six-month financial report is received. A final scientific and lay report within 60 days after the grant ends along with a final financial report is required. Once OREF has the final reports the remaining 10% of the funds are released. One-time award/educational grant/lectureship grants receive full payment after they are approved. Documentation is in the file for lectureships, educational programs and awards. Two or three-year grants are paid and spread over the term of the grant. 10% is withheld until all of the reports are received. Multi-year grant recipients submit annual scientific reports which are then reviewed by the original peer review committee member. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lee Grossman | ||||||||||||||
| CEO | $269,749 | $0 | $0 | $0 | $0 | $0 | $25,014 | $0 | $34,025 | $0 | $328,788 | $0 | $0 | $0 |
| Edward Hoover | ||||||||||||||
| Senior VP of Development | $121,133 | $0 | $0 | $0 | $0 | $0 | $11,939 | $0 | $44,902 | $0 | $177,974 | $0 | $0 | $0 |
| Deborah Cummins | ||||||||||||||
| VP of Research and Grants | $127,342 | $0 | $0 | $0 | $0 | $0 | $5,552 | $0 | $31,783 | $0 | $164,677 | $0 | $0 | $0 |
| Dan Krupp | ||||||||||||||
| Corporate Relations/Innova | $146,351 | $0 | $0 | $0 | $0 | $0 | $8,060 | $0 | $5,390 | $0 | $159,801 | $0 | $0 | $0 |
| Karen Pubentz | ||||||||||||||
| Sr. Director of Communicat | $131,867 | $0 | $0 | $0 | $0 | $0 | $6,935 | $0 | $18,480 | $0 | $157,282 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | Bylaws have been updated with revisions to the pages below. **** (new page 1, old page 1) Article II is now Purpose instead of Goals and Objectives with updated language. **** (new page 2, old page 2) Article VI, Section 3 The makeup of the board of trustees. **** (new page 3, old page 4) Section 10 of the old Offices and Places of Meeting is deleted. **** (new page 4, old page 5) Section 15 (old) is removed **** (new page 5, old page 6) Article V, Section 1, A, B & C are all revamped. **** (new page 5, old page 7) Section 2 They created a 2nd President-Elect **** (old page 9) Section 2 is removed. |
| Form 990, Part VI, Section B, line 11b | The Finance Committee reviewed and approved the Form 990. It was provided to the Board of Directors, who had an opportunity to review the return prior to filing. |
| Form 990, Part VI, Section B, line 12c | All Trustees annual conflict of interest statements are on file with the OREF CEO. The CEO reviews meeting agendas prior to the meeting and notifies leadership of any issues that need to be addressed before the discussions take place. Any individual who gives notice of a potential conflict is to abstain from participation in discussions related to that item. |
| Form 990, Part VI, Section B, line 15 | The Foundation has a formal process to determine the compensation of its CEO. The process includes the following: 1) Review and approval by the Board of Trustees or Compensation Committee; 2) Use of comparable compensation data; 3) Contemporaneous documentation and record keepping. |
| Form 990, Part VI, Section C, line 19 | The Foundation made its governing documents, conflict of interest policy, and financial statements available to the public upon request for the period of disclosure set forth in IRC Section 6104(d). |
| Form 990, Part XI, line 9: | Orthopaedic partner endowment distribution -15,888. Change in cash surrender value of life insurance policies 44,641. Change in charitable remainder trust receivable -12,513. |
| Form 990, Part XII, line 2c: | The process has not changed from the prior year. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Charitable trusts | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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