ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION (EIN 36-6009467)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-02
- IRS object ID
- 201612159349301081
- Schema version
- 2015v2.1
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-02T14:14:21-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 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 No 215 | AddressLine1Txt |
| City | Rosemont | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sharon K Mellor | PersonNm |
| Person Title | Chief Executive Officer | PersonTitleTxt |
| Phone | 8476989980 | PhoneNum |
| Signature | 2016-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marek Rozowicz | PreparerPersonNm |
| PTIN | P01616027 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | 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 | Sharon K Mellor | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W Higgins Road No 215 | AddressLine1Txt |
| City | Rosemont | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,462,821 | 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 | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,520,407 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,097,325 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,051,728 | PYInvestmentIncomeAmt |
| CY Investment Income | $719,136 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,572,135 | PYTotalRevenueAmt |
| CY Total Revenue | $5,816,461 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,196,778 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,511,642 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,754,587 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,703,341 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,334,735 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,181,834 | PYOtherExpensesAmt |
| CY Other Expenses | $1,408,481 | CYOtherExpensesAmt |
| PY Total Expenses | $5,133,199 | PYTotalExpensesAmt |
| CY Total Expenses | $5,623,464 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $438,936 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $192,997 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,669,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,480,383 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,517,932 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,530,248 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,151,602 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,950,135 | 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 | $3,396,212 | ExpenseAmt |
| Grant | $2,491,860 | GrantAmt |
| Desc | Grant Program: The purpose of the Foundation 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) |
|---|---|---|
| Expense | $26,961 | ExpenseAmt |
| Grant | $19,782 | GrantAmt |
| Desc | For the new medical researcher in orthopaedics, OREF's education programs offer 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 | $3,423,173 | 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 | 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 | 0 | 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 |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 16 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 Road Ste 215 | AddressLine1Txt |
| City | Rosemont | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600184975 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 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 |
|---|---|---|---|---|---|---|---|
| John J Callaghan MD | |||||||
| President | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| David G Lewallen MD | |||||||
| President-Elect | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ramon L Jimenez MD | |||||||
| Past President | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| James G Borovsky | |||||||
| Secretary and Treasurer | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Thomas P Schmalzried MD | |||||||
| Chair, Corporate Relations | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Farshid Guilak PhD | |||||||
| Chair, Research Grants | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Richard F Santore MD | |||||||
| Chair, Individual Development | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| B Sonny Bal MD JD MBA | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| James H Beaty MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| John A Bergfeld | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey R Binder | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Kevin J Bozic MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Matthew B Dobbs MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| David C Dvorak JD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Letha Y Griffin MD PhD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard J Haynes MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| John H Healey MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| James D Heckman MD | |||||||
| Trustee Emeritus | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Shepard R Hurwitz MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard F Kyle MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Lawrence G Lenke MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| William C McMaster MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael L Parks MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| E Anthony Rankin MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas P Sculco MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard R Tarr | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| John R Tongue MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Sharon K Mellor PhD CAE | |||||||
| Chief Executive Officer | 50.00 | Yes (X) | $213,271 | $0 | $59,841 | ||
| Donna Rebeck CPA CAE | |||||||
| Past CFO/COO | 50.00 | Yes (X) | $168,856 | $0 | $22,536 | ||
| Edward Hoover | |||||||
| Vice President of Development | 40.00 | $118,222 | $0 | $24,549 | Yes (X) | ||
| Karen Pubentz | |||||||
| Sr. Director of Communications | 40.00 | $102,531 | $0 | $8,016 | Yes (X) | ||
| Carol Wargo | |||||||
| VP of Strategic Partnerships | 40.00 | $105,937 | $0 | $2,158 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $708,817 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $117,100 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 | Reede Creative Services LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 330 7 Depot Street | AddressLine1Txt |
| City | Proctorsville | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Temp. Staffing; Admin. Consulting | ServicesDesc |
| Compensation | $111,166 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,097,325 | AllOtherContributionsAmt |
| Noncash Contributions | $32,766 | NoncashContributionsAmt |
| Total Contributions | $5,097,325 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $805,283 | TotalRevenueColumnAmt |
| Exclusion | $805,283 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,560,213 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,646,360 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$86,147 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$86,147 | TotalRevenueColumnAmt |
| Exclusion | -$86,147 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,816,461 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $719,136 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,511,642 | TotalAmt |
| Program Services | $2,511,642 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,345 | TotalAmt |
| Program Services | $165,921 | ProgramServicesAmt |
| Management And General | $90,141 | ManagementAndGeneralAmt |
| Fundraising | $202,283 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $884,605 | TotalAmt |
| Program Services | $320,227 | ProgramServicesAmt |
| Management And General | $173,972 | ManagementAndGeneralAmt |
| Fundraising | $390,406 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,903 | TotalAmt |
| Program Services | $45,215 | ProgramServicesAmt |
| Management And General | $24,564 | ManagementAndGeneralAmt |
| Fundraising | $55,124 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,358 | TotalAmt |
| Program Services | $27,174 | ProgramServicesAmt |
| Management And General | $57,803 | ManagementAndGeneralAmt |
| Fundraising | $60,381 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,130 | TotalAmt |
| Program Services | $32,627 | ProgramServicesAmt |
| Management And General | $17,726 | ManagementAndGeneralAmt |
| Fundraising | $39,777 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,913 | TotalAmt |
| Program Services | $44,927 | ProgramServicesAmt |
| Management And General | $98,059 | ManagementAndGeneralAmt |
| Fundraising | $44,927 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,976 | TotalAmt |
| Program Services | $7,195 | ProgramServicesAmt |
| Management And General | $21,586 | ManagementAndGeneralAmt |
| Fundraising | $7,195 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,600 | TotalAmt |
| Program Services | $11,320 | ProgramServicesAmt |
| Management And General | $33,960 | ManagementAndGeneralAmt |
| Fundraising | $11,320 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,796 | TotalAmt |
| Management And General | $58,796 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,152 | TotalAmt |
| Program Services | $61,306 | ProgramServicesAmt |
| Management And General | $4,691 | ManagementAndGeneralAmt |
| Fundraising | $106,155 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,341 | TotalAmt |
| Program Services | $10,394 | ProgramServicesAmt |
| Management And General | $24,809 | ManagementAndGeneralAmt |
| Fundraising | $45,138 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,713 | TotalAmt |
| Program Services | $20,892 | ProgramServicesAmt |
| Management And General | $11,350 | ManagementAndGeneralAmt |
| Fundraising | $25,471 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,103 | TotalAmt |
| Program Services | $55,785 | ProgramServicesAmt |
| Management And General | $30,307 | ManagementAndGeneralAmt |
| Fundraising | $68,011 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,433 | TotalAmt |
| Program Services | $37,555 | ProgramServicesAmt |
| Management And General | $17,599 | ManagementAndGeneralAmt |
| Fundraising | $30,279 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,467 | TotalAmt |
| Program Services | $53,413 | ProgramServicesAmt |
| Management And General | $46,128 | ManagementAndGeneralAmt |
| Fundraising | $53,926 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,214 | TotalAmt |
| Program Services | $7,738 | ProgramServicesAmt |
| Management And General | $7,738 | ManagementAndGeneralAmt |
| Fundraising | $7,738 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,681 | TotalAmt |
| Program Services | $9,227 | ProgramServicesAmt |
| Management And General | $9,227 | ManagementAndGeneralAmt |
| Fundraising | $9,227 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| Life Insurance Premiums | $136,550 | $136,550 | ||
| Bad Debt | $134,511 | $13,885 | $120,626 | |
| Dues and Subscriptions | $11,358 | $7,075 | $3,668 | $615 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,673 | TotalAmt |
| Management And General | $12,806 | ManagementAndGeneralAmt |
| Fundraising | $19,867 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,623,464 | TotalAmt |
| Program Services | $3,423,173 | ProgramServicesAmt |
| Management And General | $865,556 | ManagementAndGeneralAmt |
| Fundraising | $1,334,735 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,526,131 | BOYAmt |
| EOY | $4,371,099 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,402,988 | BOYAmt |
| EOY | $2,619,731 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,254 | BOYAmt |
| EOY | $81,103 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $263,261 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $108,732 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,675 | BOYAmt |
| EOY | $154,529 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,215,041 | BOYAmt |
| EOY | $18,029,590 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,362,445 | BOYAmt |
| EOY | $5,224,331 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,669,534 | BOYAmt |
| EOY | $30,480,383 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $433,912 | BOYAmt |
| EOY | $265,659 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,582,849 | BOYAmt |
| EOY | $2,695,804 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,501,171 | BOYAmt |
| EOY | $1,568,785 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,517,932 | BOYAmt |
| EOY | $4,530,248 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,418,498 | BOYAmt |
| EOY | -$3,927,260 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,453,717 | BOYAmt |
| EOY | $6,274,946 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,116,383 | BOYAmt |
| EOY | $23,602,449 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,151,602 | BOYAmt |
| EOY | $25,950,135 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,669,534 | BOYAmt |
| EOY | $30,480,383 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $192,997 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,149,420 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,245,044 | OtherChangesInNetAssetsAmt |
| 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 | $8,034,243 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,154,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,370,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,520,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,097,325 | CurrentTaxYearAmt |
| Total | $29,177,026 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,034,243 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,154,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,370,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,520,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,097,325 | CurrentTaxYearAmt |
| Total | $29,177,026 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,570,745 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,606,281 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $732,310 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $720,388 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $872,830 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $904,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $805,283 | CurrentTaxYearAmt |
| Total | $4,035,647 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,212,673 | TotalSupportAmt |
| Public Support CY170 | 0.74090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51730 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,836,981 | BeginningYearBalanceAmt |
| Contributions | $887,174 | ContributionsAmt |
| Investment Earnings Or Losses | -$763,804 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,144,048 | GrantsOrScholarshipsAmt |
| End Year Balance | $20,816,303 | 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 | $36,517 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,956 | DepreciationAmt |
| Book Value | $32,561 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $226,744 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,776 | DepreciationAmt |
| Book Value | $121,968 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $154,529 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Charitable Remainder Trusts Receivable | $3,134,502 |
| Cash Surrender Value of Life Insurance | $2,074,163 |
| Other Receivables | $15,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,224,331 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,647,197 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,149,420 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$17,052 | OtherRevenueAmt |
| Revenue Not Reported | -$2,166,472 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,813,669 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,792 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,792 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,816,461 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,848,664 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $7,227,992 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $7,227,992 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,620,672 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,792 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,792 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,623,464 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | On behalf of fifty-four orthopaedic organizations, the Foundation accepts contributions for which it performs recordkeeping and provides grants as 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 Foundation's mission. However, as of 2015, OREF has changed its business model and focuses solely on funding orthopaedic research. As part of this change, OREF no longer holds donated funds for other orthopaedic specialty, geographic, and other societies. OREF has distributed to these societies the restricted monies that have been given to OREF and donor-directed to benefit these societies. This enables the societies to invest the funds in a manner consistent with their own goals. |
| Part X, Line 2: | 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 follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under the guidance, the Foundation may recognize the tax benefits from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Foundation and various positions related to potential sources of unrelated business taxable income. As of December 31, 2015, there were no unrecognized tax benefits identified or recorded as liabilities. The Foundation files Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Foundation is no longer subject to examination by the Internal Revenue Service for years before 2012. |
| Part XI, Line 2d - Other Adjustments: | Change in Cash Surrender Value of Life Insurance Policies 3,103. Change in Value of Charitable Remainder Trusts -20,155. |
| Part XII, Line 2d - Other Adjustments: | Orthopaedic Partner Endowment Distribution 7,227,992. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| OrthoCarolina Research Institute Inc | |||||||
| 1915 Randolph Road | Charlotte | NC | 28207 | 010648145 | 501(c)(3) | $500,000 | Surgical Treatment of Chronic Periprosthetic Joint Infection: One-Stage versus Two-Stage |
| University of North Carolina at Chapel Hill School of Medicine | |||||||
| 250 Burnett-Womack CB7055 | Chapel Hill | NC | 275997055 | 566001393 | 501(c)(3) | $250,000 | Development of a Functional Osteochondral Replacement Graft: 3-D Tissue Engineering and Biomimetic Stem Cell Guidance |
| Washington University School of Medicine | |||||||
| 660 S Euclid | St Louis | MO | 63110 | 430653611 | 501(c)(3) | $225,000 | The Effects of Systemic Hedgehog Pathway Modulation on Fracture Healing |
| University of Vermont College of Medicine | |||||||
| 95 Carrigan Drive | Burlington | VT | 054050084 | 030179440 | 501(c)(3) | $150,000 | Will FIFA 11+, An Injury Prevention Program, Decrease Lower Extremity Injuries in High School Athletics? |
| University of Wisconsin Medical School | |||||||
| 600 Highland Avenue | Madison | WI | 537927375 | 391824445 | 501(c)(3) | $150,000 | Genetically Modified MSCs to Explain their Anti-Inflammatory Role in Regenerative Tendon Healing |
| Massachusetts General Hospital | |||||||
| 32 Fruit Street | Boston | MA | 02114 | 042697983 | 501(c)(3) | $149,339 | Randomized Controlled Trial Testing the Feasibility, Acceptability & Preliminary Effect of the Relaxation Response Cognitive Behavioral (RRCB) Mind Body Intervention Delivered via Videoconferencing Compared to Usual Medical Care* |
| University of California San Francisco School of Medicine | |||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | 501(c)(3) | $100,000 | Defining the Role of Fibro/Adipocyte Precursor (FAP) Cells in Rotator Cuff Muscle Fatty Infiltration and Fibrosis |
| Illinois Bone and Joint Institute LLC | |||||||
| 2401 Ravine Way | Glenview | IL | 60025 | 364335187 | 501(c)(3) | $99,586 | Early Onset Osteolysis in Total Ankle Arthroplasty: A Critical Analysis of Both Biochemical and Biomechanical Factors |
| University of California Los Angeles UCLA School of Med | |||||||
| 10945 Le Conte Avenue | Los Angeles | CA | 90095 | 956006143 | 501(c)(3) | $98,000 | Combining NELL-1 and Sonic Hedgehog Signaling for Improved Bone Regeneration |
| Rush University Medical Center | |||||||
| 1653 West Congress Parkway | Chicago | IL | 60612 | 362174823 | 501(c)(3) | $50,000 | Measuring Circulating Biomarkers to Diagnose Osteolysis Prior to Radiographic Loosening |
| Sharp HealthCare Hip Preservation Center | |||||||
| 7901 Frost Street | San Diego | CA | 92123 | 352370106 | 501(c)(3) | $50,000 | A Prospective Study Comparing Prevalence of Hypermobility in Hip Dysplasia and Arthritis Patient Populations in an Adult Reconstructive Practice |
| University of Pennsylvania | |||||||
| 424 Stemmler Hall | Philadelphia | PA | 191046081 | 231352685 | 501(c)(3) | $50,000 | Strain Transfer in the Knee Meniscus: Novel Mechanisms to Guide Treatment and Inform Tissue Engineering Strategies |
| University of Washington School of Medicine | |||||||
| 325 Ninth Avenue | Seattle | WA | 981042499 | 916001537 | 501(c)(3) | $49,951 | Nano-Engineered Hybrid Scaffolds for Cartilage Tissue Regeneration |
| Cedars Sinai Medical Center | |||||||
| 8797 Beverly Boulevard | Los Angeles | CA | 90048 | 951644600 | 501(c)(3) | $49,821 | The Effect of Hamstring Tendon Autograft Harvest on the Restoration of Knee Stability in the Setting of Anterior Cruciate Ligament Rupture and Concurrent Medial Collateral Ligament Injury |
| Wayne State University | |||||||
| 656 West Kirby | Detroit | MI | 48202 | 386028429 | 501(c)(3) | $48,246 | Biomechanical Assessment of Novel Augmented Glenoid Implants in Total Shoulder Arthroplasty Using Finite Element Analysis |
| Mayo Clinic Medical School | |||||||
| 200 First Street SW | Rochester | MN | 55905 | 416011702 | 501(c)(3) | $44,000 | PHLPP Inhibition and Osteoarthritis Disease Progression |
| Indiana University | |||||||
| 541 Clinical Drive Suite 600 | Indianapolis | IN | 462025111 | 356001673 | 501(c)(3) | $41,999 | Maximizing Value of Orthopaedic Trauma Care Through Surgeon-Based Cost Analysis Education |
| Washington University School of Medicine | |||||||
| 660 S Euclid | St Louis | MO | 63110 | 430653611 | 501(c)(3) | $33,891 | The Safety of Antithrombotic Medications in Patients Undergoing Arthroscopic Surgery of the Knee |
| Thomas Jefferson University Rothman Institute | |||||||
| 925 Chestnut Street | Philadelphia | PA | 19107 | 222620085 | 501(c)(3) | $25,000 | Human Enthesis Regeneration |
| University of Iowa College of Medicine | |||||||
| 200 Hawkins Drive | Iowa City | IA | 522421088 | 426004813 | 501(c)(3) | $20,000 | The Evidence Base for the Prognosis and Treatment of Adolescent Idiopathic Scoliosis |
| University of Pennsylvania | |||||||
| 424 Stemmler Hall | Philadelphia | PA | 191046081 | 231352685 | 501(c)(3) | $20,000 | Immobilization Angle Effect on Tendon Healing in Achilles Tendon Rupture |
| University of Pittsburgh School of Medicine | |||||||
| 3471 Fifth Avenue Suite 1010 | Pittsburgh | PA | 15213 | 251423657 | 501(c)(3) | $20,000 | Intervertebral Disc Degeneration: Treatment with a Novel, Photopolymerizable Scaffold Seeded with Mesenchymal Stem Cells |
| University of Iowa College of Medicine | |||||||
| 200 Hawkins Drive | Iowa City | IA | 522421088 | 426004813 | 501(c)(3) | $19,983 | The Effects of Recombinant Human Parathyroid Hormone (rhPTH) Treatment Duration on Tendon-to-Bone Healing in a Rat Rotator Cuff Repair Model |
| Washington University School of Medicine | |||||||
| 660 S Euclid | St Louis | MO | 63110 | 430653611 | 501(c)(3) | $19,921 | Implementation of a Thromboelastography Guided Transfusion Protocol in Pediatric Neuromuscular Scoliosis Surgery |
| Wayne State University | |||||||
| 656 West Kirby | Detroit | MI | 48202 | 386028429 | 501(c)(3) | $19,253 | A Novel Application of DepoFoam Bupivacaine for Postoperative Pain Management in Shoulder Arthroplasty |
| New York University - Hospital for Joint Diseases | |||||||
| 301 East 17th Street | New York | NY | 10003 | 135562308 | 501(c)(3) | $19,000 | Subchondral Bone Microdamage: A New Therapeutic Target for PTOA Prevention Following ACL Injury |
| University of California San Francisco School of Medicine | |||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | 501(c)(3) | $19,000 | Interactions Between Cadherin 11 and B-Catenin During Fracture Healing |
| Case Western Reserve University School of Medicine | |||||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | $17,740 | Opportunities for Drug Repurposing in Osteosarcoma: A Screen of FDA-Approved Oncology Drugs in Micrometastatic Models of Disease |
| Hospital for Special Surgery Cornell University Medical College | |||||||
| 535 East 70th Street | New York | NY | 10021 | 131624135 | 501(c)(3) | $15,000 | The Effect of Intravenous Tranexamic Acid on Blood Loss and Transfusion AFter Periacetabular Osteotomy: A Prospective, Double-Blinded, Randomized Controlled Trial |
| Orthopaedic Research Society | |||||||
| 6300 North River Road | Rosemont | IL | 60018 | 363180285 | 501(c)(3) | $15,000 | New Investigator Funding Workshop 2015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
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 an 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 receive 50% of the funds to start, 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 Orthopaedic Research and Education Foundation 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 until 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sharon K Mellor PhD CAE | ||||||||||||||
| Chief Executive Officer | $196,267 | $0 | $12,000 | $0 | $5,004 | $0 | $41,207 | $0 | $18,634 | $0 | $273,112 | $0 | $0 | $0 |
| Donna Rebeck CPA CAE | ||||||||||||||
| Past CFO/COO | $116,795 | $0 | $6,000 | $0 | $46,061 | $0 | $0 | $0 | $22,536 | $0 | $191,392 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4a | OREF eliminated the CFO/COO position in calendar year 2015. Donna Rebeck, who held that position, received $34,691 as severance compensation. |
| Part I, Line 7 | Bonus amounts for the CEO and CFO/COO were established by the executive committee. The previous history for bonuses for these positions was evaluated as well as the industry standard. The bonuses for the Vice President of Development and the Senior Director of Communications was based on a previous history of bonuses for these positions, the size of the bonus pool, and the work effort expended and results achieved. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,766 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | is the number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The organization's CEO, Controller and Finance Committee review the Form 990. The Form 990 is provided to the Trustees who have the opportunity to review it electronically prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | All Board Members annual submission of disclosure statements are on file with the OREF Chief Executive Officer (CEO). The CEO reviews meeting agendas prior to the meeting and notifies leadership of any issues that need to be addressed before the discussion can take place. Any individual who gives 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 management, administration and operations. The process includes the following elements: (1) Review and approval by the Board of Trustees or Compensation Committee; (2) Use comparable compensation data; and (3) Contemporaneous documentation and recordkeeping. |
| 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). |
| Form 990, Part XI, line 9: | Change in Cash Surrender Value of Life Insurance Policies 3,103. Change in Value of Charitable Remainder Trusts -20,155. Orthopaedic Partner Endowment Distribution -7,227,992. |
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 (5) | 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 | Yes (1) | 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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