ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION (EIN 36-6009467)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-06
- IRS object ID
- 201703109349300005
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-06T11:03:21-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Calibre CPA Group PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 566 West Lake St Suite 300 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 & 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 RD SUITE 215 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600184975 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | P JOANNE RAY | PersonNm |
| Person Title | CHEIF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 8476989980 | PhoneNum |
| Signature | 2017-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph Pierson | PreparerPersonNm |
| PTIN | P00189462 | PTIN |
| Phone | 3126550037 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.100.43.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-06 | IPDt |
| IP Tm | 11:03:09 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DD2F5A6855584BEFBC68452237D9336111CE352F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DD2F5A6855584BEFBC68452237D9336111CE352F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | P JOANNE RAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS RD SUITE 215 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600184975 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,981,727 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OREF.COM | 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 | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,097,325 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,715,824 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $719,136 | PYInvestmentIncomeAmt |
| CY Investment Income | $389,409 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,816,461 | PYTotalRevenueAmt |
| CY Total Revenue | $5,105,233 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,511,642 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,894,516 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,703,341 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,667,205 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,710,204 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,408,481 | PYOtherExpensesAmt |
| CY Other Expenses | $1,603,987 | CYOtherExpensesAmt |
| PY Total Expenses | $5,623,464 | PYTotalExpensesAmt |
| CY Total Expenses | $5,165,708 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $192,997 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$60,475 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,480,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,717,011 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,530,248 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,944,483 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,950,135 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,772,528 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION (OREF) MISSION IS IMPROVING LIVES BY SUPPORTING EXCELLENCE IN ORTHOPAEDIC RESEARCH. THE FOUNDATION'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 | $2,445,756 | ExpenseAmt |
| Grant | $1,874,516 | GrantAmt |
| Desc | GRANT PROGRAM: THE PURPOSE OF THE FOUNDATION IS TO SUPPORT RSEARCH 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) |
|---|---|---|
| Expense | $26,095 | ExpenseAmt |
| Grant | $20,000 | GrantAmt |
| Desc | FOR THE NEW MEDICAL RESEARCH IN ORTHOPAEDICS, OREF'S EDUCATION PROGRAM OFFERS 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 | $2,471,851 | 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 15 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | NJ | 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 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476989980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS RD SUITE 215 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600184975 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| B Sonny Bal MD JD MBA | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Adams MD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| David C Dvorak JD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| James R Fricke MD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey S Adams | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| John A Bergfeld MD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| John H Healey MD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| John R Tongue MD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Joshua J Jacobs MD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Lawrence G Lenke MD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Letha Y Griffin MD PhD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Matthew B Dobbs MD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael L Parks MD | ||||||||
| President-Elect | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul C Collins MD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas P Sculco MD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| William C McMaster MD | ||||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| David G Lewallen MD | ||||||||
| President | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| Farshid Guilak PhD | ||||||||
| Chair-Research Grants | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| James G Borovsky | ||||||||
| Secretary-Treasurer | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| John J Callaghan MD | ||||||||
| Past-President | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| Richard F Kyle MD | ||||||||
| Chair, Corporate Relations | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| Richard F Santore MD | ||||||||
| Chair, Individual Development | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| EDWARD HOOVER | ||||||||
| VP DEVELOPMENT | 40.00 | $128,767 | $0 | $12,929 | Yes (X) | |||
| CAROL WARGO | ||||||||
| VP STRATEGIC PTRS | 40.00 | $141,934 | $0 | $16,709 | Yes (X) | |||
| KAREN PUBENTZ | ||||||||
| DIRECTOR OF COMM | 40.00 | $113,946 | $0 | $17,700 | Yes (X) | |||
| PONDA BARNES | ||||||||
| DIRECTOR OF GRANTS | 40.00 | $112,571 | $0 | $10,067 | Yes (X) | |||
| SHARON MELLOR PHD CAE | ||||||||
| FORMER CHIEF EXEC | 40.00 | $241,153 | $0 | $36,320 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $738,371 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $93,725 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,715,824 | AllOtherContributionsAmt |
| Noncash Contributions | $96,921 | NoncashContributionsAmt |
| Total Contributions | $4,715,824 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $431,365 | TotalRevenueColumnAmt |
| Exclusion | $431,365 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,834,538 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,876,494 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$41,956 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$41,956 | TotalRevenueColumnAmt |
| Exclusion | -$41,956 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,105,233 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $389,409 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,824,724 | TotalAmt |
| Program Services | $1,824,724 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,792 | TotalAmt |
| Program Services | $49,792 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $738,371 | TotalAmt |
| Program Services | $126,066 | ProgramServicesAmt |
| Management And General | $287,023 | ManagementAndGeneralAmt |
| Fundraising | $325,282 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $590,549 | TotalAmt |
| Program Services | $104,596 | ProgramServicesAmt |
| Management And General | $216,068 | ManagementAndGeneralAmt |
| Fundraising | $269,885 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,870 | TotalAmt |
| Program Services | $16,120 | ProgramServicesAmt |
| Management And General | $35,158 | ManagementAndGeneralAmt |
| Fundraising | $41,592 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,828 | TotalAmt |
| Program Services | $24,222 | ProgramServicesAmt |
| Management And General | $64,175 | ManagementAndGeneralAmt |
| Fundraising | $65,431 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,587 | TotalAmt |
| Program Services | $15,897 | ProgramServicesAmt |
| Management And General | $34,672 | ManagementAndGeneralAmt |
| Fundraising | $41,018 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,077 | TotalAmt |
| Program Services | $14,751 | ProgramServicesAmt |
| Management And General | $87,663 | ManagementAndGeneralAmt |
| Fundraising | $32,663 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,703 | TotalAmt |
| Program Services | $3,299 | ProgramServicesAmt |
| Management And General | $3,202 | ManagementAndGeneralAmt |
| Fundraising | $3,202 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,955 | TotalAmt |
| Program Services | $11,545 | ProgramServicesAmt |
| Management And General | $11,205 | ManagementAndGeneralAmt |
| Fundraising | $11,205 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,227 | TotalAmt |
| Program Services | $18,614 | ProgramServicesAmt |
| Fundraising | $18,613 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,000 | TotalAmt |
| Program Services | $16,320 | ProgramServicesAmt |
| Management And General | $15,840 | ManagementAndGeneralAmt |
| Fundraising | $15,840 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,803 | TotalAmt |
| Program Services | $62,958 | ProgramServicesAmt |
| Management And General | $1,090 | ManagementAndGeneralAmt |
| Fundraising | $119,755 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,325 | TotalAmt |
| Program Services | $21,941 | ProgramServicesAmt |
| Management And General | $37,459 | ManagementAndGeneralAmt |
| Fundraising | $31,925 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,454 | TotalAmt |
| Program Services | $24,341 | ProgramServicesAmt |
| Management And General | $25,934 | ManagementAndGeneralAmt |
| Fundraising | $30,179 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,797 | TotalAmt |
| Program Services | $21,930 | ProgramServicesAmt |
| Management And General | $49,281 | ManagementAndGeneralAmt |
| Fundraising | $56,586 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,739 | TotalAmt |
| Program Services | $9,583 | ProgramServicesAmt |
| Management And General | $29,442 | ManagementAndGeneralAmt |
| Fundraising | $31,714 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,949 | TotalAmt |
| Program Services | $74,556 | ProgramServicesAmt |
| Management And General | $31,708 | ManagementAndGeneralAmt |
| Fundraising | $122,685 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,914 | TotalAmt |
| Program Services | $6,060 | ProgramServicesAmt |
| Management And General | $13,217 | ManagementAndGeneralAmt |
| Fundraising | $15,637 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,170 | TotalAmt |
| Program Services | $4,536 | ProgramServicesAmt |
| Management And General | $22,232 | ManagementAndGeneralAmt |
| Fundraising | $4,402 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT | $377,654 | $377,654 | |
| LIFE INSURANCE PREMIUMS | $79,060 | $79,060 | |
| RECOGNITION AWARDS | $12,006 | $10,117 | $1,889 |
| DUES AND SUBSCRIPTIONS | $8,973 | $5,759 | $3,214 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,181 | TotalAmt |
| Management And General | $13,181 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,165,708 | TotalAmt |
| Program Services | $2,471,851 | ProgramServicesAmt |
| Management And General | $983,653 | ManagementAndGeneralAmt |
| Fundraising | $1,710,204 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,371,099 | BOYAmt |
| EOY | $3,903,657 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,619,731 | BOYAmt |
| EOY | $2,762,331 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,103 | BOYAmt |
| EOY | $83,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $322,725 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $151,329 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,529 | BOYAmt |
| EOY | $171,396 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,029,590 | BOYAmt |
| EOY | $13,444,047 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,224,331 | BOYAmt |
| EOY | $5,351,862 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,480,383 | BOYAmt |
| EOY | $25,717,011 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,659 | BOYAmt |
| EOY | $190,179 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,695,804 | BOYAmt |
| EOY | $2,807,986 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,568,785 | BOYAmt |
| EOY | $946,318 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,530,248 | BOYAmt |
| EOY | $3,944,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,927,260 | BOYAmt |
| EOY | -$2,497,081 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,274,946 | BOYAmt |
| EOY | $7,085,820 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,602,449 | BOYAmt |
| EOY | $17,183,789 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,950,135 | BOYAmt |
| EOY | $21,772,528 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,480,383 | BOYAmt |
| EOY | $25,717,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$60,475 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $952,378 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$5,069,510 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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 | $5,154,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,370,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,520,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,097,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,715,824 | CurrentTaxYearAmt |
| Total | $25,858,607 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,154,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,370,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,520,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,097,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,715,824 | CurrentTaxYearAmt |
| Total | $25,858,607 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $25,858,607 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $720,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $872,830 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $904,836 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $805,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $431,365 | CurrentTaxYearAmt |
| Total | $3,734,702 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,593,309 | TotalSupportAmt |
| Public Support CY170 | 0.87380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74090 | 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) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| 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 | $12,835,718 | BeginningYearBalanceAmt |
| Contributions | $48,562 | ContributionsAmt |
| Investment Earnings Or Losses | $953,270 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,230,393 | GrantsOrScholarshipsAmt |
| Other Expenditures | $271,935 | OtherExpendituresAmt |
| End Year Balance | $7,335,222 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,513,401 | BeginningYearBalanceAmt |
| Contributions | $62,327 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,148,068 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,564,692 | GrantsOrScholarshipsAmt |
| Other Expenditures | $27,250 | OtherExpendituresAmt |
| End Year Balance | $12,835,718 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,167,534 | BeginningYearBalanceAmt |
| Contributions | $103,477 | ContributionsAmt |
| Investment Earnings Or Losses | $535,123 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $260,879 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,031,854 | OtherExpendituresAmt |
| End Year Balance | $22,513,401 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,563,123 | BeginningYearBalanceAmt |
| Contributions | $1,023,628 | ContributionsAmt |
| Investment Earnings Or Losses | $2,442,972 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,862,189 | OtherExpendituresAmt |
| End Year Balance | $26,167,534 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,816,303 | BeginningYearBalanceAmt |
| Contributions | $2,539,740 | ContributionsAmt |
| Investment Earnings Or Losses | $2,207,080 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $25,563,123 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | 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 | $8,885 | DepreciationAmt |
| Book Value | $41,562 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $272,278 | OtherCostOrOtherBasisAmt |
| Depreciation | $142,444 | DepreciationAmt |
| Book Value | $129,834 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $171,396 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CHARITABLE REMAINDER TRUST RECEIVABLE | $3,115,280 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | $2,156,437 |
| OTHER RECEIVALBLES | $80,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,351,862 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $6,120,664 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $952,378 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $63,053 | OtherRevenueAmt |
| Revenue Not Reported | $1,015,431 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,105,233 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,105,233 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,298,271 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,132,563 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,132,563 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,165,708 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,165,708 | 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 V, Line 4: | THE ENDOWMENT FUNDS ARE INVESTED IN A WELL-DIVERSIFIED PORTFOLIO AND DISBURSEMENTS ARE MADE AS OUTLINED IN AN ENDOWMENT SPENDING POLICY TO SUPPORT THE FOUNDATIONS'S MISSION. |
| Part XI, Line 2d - Other Adjustments: | CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 82,275. CHANGE IN VALUE OF CHARITABLE REMAINDER TURSTS -19,222. |
| Part XII, Line 2d - Other Adjustments: | ORTHOPAEDIC PARTNER ENDOWMENT DISTRIBUTION 5,132,563. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | RegionTxt |
| Type Of Activities Conducted | Grants to recipients | TypeOfActivitiesConductedTxt |
| Specific Services Provided | The DECIPHER Study: DEterminants of Function and Clinically Important Outcomes in Proximal Humerus Fractures in the Elder Population: A National CohoRt | SpecificServicesProvidedTxt |
| Region Total Expenditures | $49,792 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $49,792 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $49,792 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | RegionTxt |
| Purpose Of Grant | The DECIPHER Study: DEterminants of Function and Clinically Important Outcomes in Proximal Humerus Fractures in the Elder Population: A National CohoRt | PurposeOfGrantTxt |
| Cash Grant | $49,792 | CashGrantAmt |
| Manner Of Cash Disbursement | Check | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
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 ESTABLICH CRITIREA FOR THE ALLOCATION AND DISTRIBUTION OF PHILNATHROPIC FUNDS TO ADVACNE RESEARCH IN THE SPECIALTY OF ORTHOPAEDICS, IMPLEMENT AND CONDUCT INDEPENDENT PEER REVIEW PROCESS TO SELECT RESEARCH FUNDING RECIPIENTS, PREPARE AND DISTRIBUTE THE 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 GRANTS RECIEVE 50% FO THE FUNDS TO STARR, THEN 40% AFTER A SIX-MONTH FINANCIAL REPORT IS RECEIVED. A FINAL SCIENTIFIC AND LAY REPORT IS REQUIRED WITHIN 60 DAYS AFTER THE GRANT ENDS, AND A FINAL FINANCIAL REPORT. ONCE OREF HAS ALL REPORTS THE FINAL 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. THE 10% WITHHELD IS THE SAME UTNIL ALL REPORTS ARE RECEIVED. THESE MULTI-YEAR GRANTS SUBMIT ANNUAL SCIENTIFIC PROGRESS REPORTS WHICH ARE THEN REVIEWED BY THE ORIGINAL PEER REVIEW COMMITTEE MEMBER. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| University of Pennsylvania - Office of Research Services | ||||||||
| 3451 Walnut St Rm P-221 | Philadelphia | PA | 19104 | 231352685 | 501(c) (3) | $225,000 | Modulation of Vascularity to Enhance Geriatric Fracture Healing | |
| Dartmouth-Hitchcock Medical Center | ||||||||
| 1 Medical Center Drive | Lebanon | NH | 03756 | 020222111 | 501(c) (3) | $147,724 | Validation of Appropriateness Criteria for the Surgical Treatment of Lumbar Degenerative Sponsylolisthesis (LDS) | |
| Louisiana State University Health Science Center | ||||||||
| 1501 Kings Highway | Shreveport | LA | 71103 | 700702002 | 501(c) (3) | $98,000 | Mesenchymal Stem Cell Sheet-Mediated Allograft Repair | |
| Thomas Jefferson University - Office of Research Administration | ||||||||
| 125 S 9th Street Sheridan Building | Philadelphia | PA | 19107 | 231352651 | 501(c) (3) | $50,000 | Understanding the Presence of Bacteria in the Glenohumeral Joint by Polymerase Chain Reaction (PCR)-Based Electron Spray Ionization Time-of-Flight Mass Spectrometrry (ESI-TOF-MS): An Evaluation of Non-Arthritic, Arthritic, and Revision Arthroplasty | 2nd Floor |
| University of Pittsburgh Office of Research University Club | ||||||||
| 123 University Place | Pittsburgh | PA | 15312 | 501(c) (3) | $20,000 | Exploring Sarcoma Metastatic Potential | ||
| University of Utah | ||||||||
| 75 S 2000 E Room 111 | Salt Lake City | UT | 84112 | 876000525 | 501(c) (3) | $50,000 | Evaluating Hindfoot Biomechanics to Improve Function Following Tibiotalar Arthrodesis | |
| Thomas Jefferson University - Office of Research Administration | ||||||||
| 125 S 9th Street Sheridan Building | Philadelphia | PA | 19107 | 231352651 | 501(c) (3) | $50,000 | Arthrofibrosis Modulation by Targeting Collagen Cross-Links | 2nd Floor |
| University of Pittsburgh Office of Research University Club | ||||||||
| 123 University Place | Pittsburgh | PA | 15312 | 250965591 | 501(c) (3) | $50,000 | Biofilm Dynamics in Periprosthethic Joint Infection | |
| NYU Hospital for Joint Diseases | ||||||||
| 301 East 17th Street | New York | NY | 10003 | 135562308 | 501(c) (3) | $20,000 | The Effect of Progranulin on Impaired Fracture Healing in Diabetes | |
| The Hospital for Special Surgery | ||||||||
| 535 East 70th Street | New York | NY | 10021 | 131624135 | 501(c) (3) | $20,000 | Targeting Skeletal Metastases Using a Novel HPMA Copolymer Nanomedicine Delivery System | |
| Washington University in StLouis | ||||||||
| Campus Box 1054 - One Brookings | St Louis | MO | 63130 | 430653611 | 501(c) (3) | $19,663 | Anatomic Syndesmotic Reduction Utilizing Pre-operative Computed Tomography: A Cadaveric Study | Drive |
| Dartmouth-Hitchcock Medical Center | ||||||||
| 1 Medical Center Drive | Lebanon | NH | 03756 | 020222111 | 501(c) (3) | $20,000 | Measuring Near-Infrared Fluorescence Penetration of Normal Connective Tissues to Facilitate Intra-Operative Navigation of Tumor Excision | |
| Thomas Jefferson University - Office of Research Administration | ||||||||
| 125 S 9th Street Sheridan Building | Philadelphia | PA | 19107 | 231352651 | 501(c) (3) | $19,520 | The Effect of Cytokine Levels on the Clinical Outcomes in Patients Undergoing Anterior Cervical Discectomy and Fusion | 2nd Floor |
| Loyola University Medical Center - Stritch School of Medicine | ||||||||
| 2160 South First Avenue | Maywood | IL | 60153 | 361408475 | 501(c) (3) | $19,341 | Effect of Proton Pump Inhibitors on Bone Formation in a Rat Spinal Arthrodesis Model | |
| The University of Iowa - Office of the Vice President for Research - Divisi | ||||||||
| 2 Gilmore Hall | Iowa City | IA | 52242 | 426004813 | 501(c) (3) | $4,950 | Functional Acetabular Orientation and its Relation to Lumbosacral Fusion | |
| University of California San Diego | ||||||||
| 9500 Gilman Drive | LaJolla | CA | 92093 | 943067788 | 501(c) (3) | $5,000 | Ewing Sarcoma - A New Treatment with a Dual PI3K/BET Bromodomain Inhibitor | |
| University of Pittsburgh Office of Research University Club | ||||||||
| 123 University Place | Pittsburgh | PA | 15312 | 250965591 | 501(c) (3) | $5,000 | Exploring the Interactions Between Osteosarcoma Cells and Lung Cells | |
| University of Michigan | ||||||||
| 4414 Kresge III - 200 Zina Pitcher | Ann Arbor | MI | 48109 | 386006309 | 501(c) (3) | $5,000 | Prospective, Randomized, Double-Blind, Placebo-Controlled Trial of Prophylactic Tamsulosin for Postoperative Urinary Retention in Primary Total Hip and Knee Arthroplasty Patients | Place |
| University of Massachusetts Medical School - Office of Research | ||||||||
| 55 Lake Avenue North | Worcester | MA | 01655 | 043167352 | 501(c) (3) | $5,000 | Predicting Early Failure in Total Knee Arthroplasty | |
| University of California San Diego | ||||||||
| 9500 Gilman Drive | LaJolla | CA | 92093 | 943067788 | 501(c) (3) | $5,000 | Biomarkers of Neutrophil Extracellular Trap Formation and their Relationship to Adiposity in Total Joint Arthroplasty Patients | |
| Columbia University Medical Center - Sponsored Projects Administration Colu | ||||||||
| 630 West 168th Street Box 49 | New York | NY | 10032 | 135598093 | 501(c) (3) | $5,000 | Adductor Canal Block versus Periarticular Bupivacaine Injection in Total Knee Arthroplasty | |
| Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | 340714585 | 501(c) (3) | $5,000 | The Long-Term Effects of Glenoid Component Version in Total Shoulder Arthroplasty | |
| University of California San Francisco - Contracts and Grants | ||||||||
| 3333 California Street Suite 315 | San Francisco | CA | 94143 | 946036493 | 501(c) (3) | $5,000 | Biomechanical Evaluation of Augmentation Strategies for Fixation of Proximal Humerus Fractures in Osteoporotic Bone | |
| Northwestern University - Office of Sponsored Research | ||||||||
| 710 North Lake Shore Drive 5th Floo | Chicago | IL | 60611 | 136216781 | 501(c) (3) | $4,999 | Development of 3D-Printed Hyperelastic Bone Composites for Bone Regeneration and Spine Fusion | Floo |
| Loyola University Chicago | ||||||||
| 1032 West Sheridan Road | Chicago | IL | 60660 | 361408475 | 501(c) (3) | $5,000 | Development of a Real Time Model of Foot and Ankle Kinematics During Simulated Gait: A Pilot Study | |
| University of California San Francisco - Contracts and Grants | ||||||||
| 3333 California Street Suite 315 | San Francisco | CA | 94143 | 946036493 | 501(c) (3) | $5,000 | Effect of Ibuprofen on Postoperative Narcotic Consumption and Shoulder Functional Outcomes After Arthroscopic Rotator Cuff Repair | |
| Beth Israel Deaconess Medical Center | ||||||||
| 330 Brookline Ave E/BR 264 | Boston | MA | 02215 | 042103881 | 501(c) (3) | $5,000 | Biomechanical Properties of Intramedullary Suture Anchor versus Traditional Tension Band Wiring in Osteoporotic Olecranon Fractures | |
| University of California - Los Angeles - Fielding School of Public Health | ||||||||
| 640 Charles E Young Drive | Los Angeles | CA | 90095 | 956006143 | 501(c) (3) | $5,000 | The Effect of Proximal Tibia Anterior Closing Wedge Osteotomy on Anterior Cruciate Ligament Forces and Knee Kinematics: A Biomechanical Study | |
| The Hospital for Special Surgery | ||||||||
| 535 East 70th Street | New York | NY | 10021 | 131624135 | 501(c) (3) | $5,000 | Modulating Metastatic Tumor Expansion in Bone Through the Inhibition of the SHN3 Pathway | |
| University of Connecticut | ||||||||
| 438 Whitney Road Ext Unit 1133 | Storrs | CT | 06269 | 060772160 | 501(c) (3) | $5,000 | Topical (Intra-Articular) Tranexamic Acid and Transfusion Rates Following Hip Hemiarthroplasty | |
| Eastern Orthopaedic Association | ||||||||
| 110 West Road Suite 227 | Towson | MD | 21204 | 231738956 | 501(c) (3) | $3,000 | 2016 Regional New Investigator Award | |
| Southern Orthopaedic Association | ||||||||
| 110 West Road Suite 227 | Towson | MD | 21204 | 630876120 | 501(c) (3) | $3,000 | 2016 Regional New Investigator Award | |
| Western Orthopaedic Association | ||||||||
| 2300 South Flower Street 200 | Los Angeles | CA | 90007 | 941379470 | 501(c) (3) | $3,000 | 2016 Regional New Investigator Award | |
| Orthopaedic Research Society | ||||||||
| 9400 West Higgins Road Suite 225 | Rosemont | IL | 60018 | 363180285 | 501(c) (3) | $15,000 | 2016 New Investigator Workshop - Grant Writing Workshop | |
| Orthopaedic Research Society | ||||||||
| 9400 West Higgins Road Suite 225 | Rosemont | IL | 60018 | 363180285 | 501(c) (3) | $3,000 | 2016 ORS/OREF Orthopaedic Basic Science Course | |
| American Academy of Orthopaedic Surgeons | ||||||||
| 9400 West Higgins Road | Rosemont | IL | 60018 | 362110592 | 501(c) (3) | $5,000 | 2016 AAOS/OREF/ORS Clinician Scholar Development Program | |
| The Hospital for Special Surgery | ||||||||
| 535 East 70th Street | New York | NY | 10021 | 131624135 | 501(c) (3) | $50,000 | Demonstrating the Involvement of the Hedgehog Signaling Pathway in Tendon-to-Bone Healing Using a Novel Transgenic Mouse Rotator Cuff Repair Model | |
| University of Maryland Baltimore | ||||||||
| 620 West Lexington Street - 4th | Baltimore | MD | 21201 | 526002033 | 501(c) (3) | $50,000 | Mechanism of Rotator Cuff Fatty Infiltration: Role of Suprascapular Nerve and Aging | Floo |
| University of Washington Medical Center | ||||||||
| 1959 NE Pacific St | Seattle | WA | 98195 | 916001537 | 501(c) (3) | $50,000 | Propionibacterium Skin Load and Subtype Distribution on Risk of Positive Deep Cultures in Shoulder Arthroplasty | |
| Thomas Jefferson University - Office of Research Administration | ||||||||
| 125 S 9th Street Sheridan Building | Philadelphia | PA | 19107 | 231352651 | 501(c) (3) | $50,000 | Matrix-Specific Anchors: A Novel Concept for Targeted and Retention of Therapeutic Cells in Musculoskeletal Tissues | 2nd Floo |
| Vanderbilt University Medical Center - Office of Sponsored Programs | ||||||||
| 3319 West End Ave | Nashville | TN | 37203 | 162047682 | 501(c) (3) | $5,000 | Posterolateral Fusion Augmented by Autogenous Hypertrophic Chondrocytes - A Possible Bone Graft Substitute in Spine Fusion | |
| Loyola University Chicago | ||||||||
| 1032 West Sheridan Road | Chicago | IL | 60660 | 361408475 | 501(c) (3) | $97,898 | Transcutaneous Oxygen as a Predictor of Wound Healing Complications in Preoperatively Radiated Soft Tissue Sarcoma | |
| The Hospital for Special Surgery | ||||||||
| 535 East 70th Street | New York | NY | 10021 | 131624135 | 501(c) (3) | $138,500 | Non-surgical treatment in young pitchers to improve shoulder kinematics | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 43 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Research grant | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $20,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
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 ESTABLICH CRITIREA FOR THE ALLOCATION AND DISTRIBUTION OF PHILNATHROPIC FUNDS TO ADVACNE RESEARCH IN THE SPECIALTY OF ORTHOPAEDICS, IMPLEMENT AND CONDUCT INDEPENDENT PEER REVIEW PROCESS TO SELECT RESEARCH FUNDING RECIPIENTS, PREPARE AND DISTRIBUTE THE 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 GRANTS RECIEVE 50% FO THE FUNDS TO STARR, THEN 40% AFTER A SIX-MONTH FINANCIAL REPORT IS RECEIVED. A FINAL SCIENTIFIC AND LAY REPORT IS REQUIRED WITHIN 60 DAYS AFTER THE GRANT ENDS, AND A FINAL FINANCIAL REPORT. ONCE OREF HAS ALL REPORTS THE FINAL 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. THE 10% WITHHELD IS THE SAME UTNIL ALL REPORTS ARE RECEIVED. THESE MULTI-YEAR GRANTS SUBMIT ANNUAL SCIENTIFIC PROGRESS 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAROL WARGO | ||||||||||||||
| VP STRATEGIC PTRS | $136,688 | $0 | $2,250 | $0 | $2,996 | $0 | $10,504 | $0 | $6,205 | $0 | $158,643 | $0 | $0 | $0 |
| SHARON MELLOR PHD CAE | ||||||||||||||
| FORMER CHIEF EXEC | $206,267 | $0 | $32,000 | $0 | $2,886 | $0 | $15,236 | $0 | $21,084 | $0 | $277,473 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | BONUSES FOR THE CEO WERE ESTABLISHED BY THE EXECUTIVE COMMITTEE BASED ON PREVIOUS HISTORY FOR BONUSES FOR THIS POSITION AND COMPARED TO INDUSTRY STANDARDS. BONUSES FOR VICE PRESIDENTS AND OTHER KEY EMPLOYEES WERE BASED ON PREVIOUS HISTORY OF BONUSES FOR THESE POSITIONS, SIZE OF THE BONUS POOL AND WORK EFFORT EXPENDED AND RESULTS ACHIEVED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $96,921 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | THE ORGANIZATION'S CEO, CONTROLLER AND FINANCE COMMITTEE REVIEW THE FORM 990. THE FORM 990 IS PROVIDED TO THE TRUSTEES WHO HAVE OPPORTUNITY TO REVIEW IT PRIOR TO FILING WITH THE IRS. |
| Form 990, Part VI, Section B, line 12c | ALL BOARD MEMEBERS ANNUAL SUBMISSION OF DISCLOSURE 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 GIVE NOTICE OF POTENTIAL CONFLICT IS TO ABSTAIN FROM PARTICIPATING IN ANY ITEM OF BUSINESS WHICH COMES BEFORE THE BOARD. |
| Form 990, Part VI, Section B, line 15 | THE FOUNDATION HAS A FORMAL PROCESS TO DETERMINE THE COMPENSATION OF ITS CEO. THE CEO HAS ULTIMATE RESPONSIBILITY FOR IMPLEMENTING THE DECISIONS OF THE BOARD OF TRUSTEES AND FOR SUPERVISING THE FOUNDATION'S MANAGEMEN, ADMINISTRATION AND OPERATIONS. THE PROCESS INCLUDES THE FOLLOWING ELEMENTS: 1) REVEIW AND APPROVAL BY THE BOARD OF TRUSTEESOR COMPENSATION COMMITTEE; 2) USE OF COMPARABLE COMPENSATION DATA; AND 3) CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(d). |
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 TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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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