ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION (EIN 36-6009467)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201332269349300638
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T08:31:59-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366009467 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orthopaedic Research and Education Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ORTH | NameControl |
| Phone | 8476989980 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 N River Road No 700 | AddressLine1 |
| City | Rosemont | City |
| State | IL | State |
| ZIP Code | 600184261 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Donna Rebeck | Name |
| Title | Chief Financial Officer | Title |
| Phone | 8476989980 | Phone |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Wayne Harder | Name |
| PTIN | P00294296 | PTIN |
| Phone | 3126343400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Sharon Mellor | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 N River Road No 700 | AddressLine1 |
| City | Rosemont | City |
| State | IL | State |
| ZIP Code | 600184261 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8525209 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.oref.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | The Orthopaedic Research & Education Foundation (OREF) is an independent, 501(c)(3) organization whose 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 21 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8034243 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5154975 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 594931 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2440615 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8629174 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7595590 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 9703802 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6934530 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1726469 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1833467 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1766623 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2371139 | OtherExpensePriorYear |
| Other Expenses Current Year | 1451193 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13801410 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10219190 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5172236 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2623600 | RevenuesLessExpensesCY |
| Total Assets BOY | 43586972 | TotalAssetsBOY |
| Total Assets EOY | 41158671 | TotalAssetsEOY |
| Total Liabilities BOY | 7910486 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7783681 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 35676486 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 33374990 | NetAssetsOrFundBalancesEOY |
| Mission Description | The OREF's 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2629561 | Expense |
| Grants | 2406932 | Grants |
| Description | Grant Program - The purpose of the Foundation is to support research into the causes and treatment of musculoskeltal diseases. OREF's niche is supporting surgeon-researchers across the spectrum of their careers. For established orthopaedic surgeons, many of OREF's grants and awards are the only way to obtain salary support. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4863282 | Expense |
| Grants | 4451537 | Grants |
| Description | Clinician Development Program - Provides funding to academic institutions for fellowships, residency programs, and CME courses. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 83096 | Expense |
| Grants | 76061 | Grants |
| Description | For the new surgeon, OREF's grants and awards programs offer a chance to develop their research interests. Through educational programming, OREF mentors emerging talent to help make them competitive for larger funding. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7575939 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 32 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 21 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donna Rebeck | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8476989980 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 N River Road 700 | AddressLine1 |
| City | Rosemont | City |
| State | IL | State |
| ZIP Code | 600184261 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Ramon L Jimenez MD | |||||||
| Chairman of the Board/President | 5.00 | X | X | 0 | 0 | 0 | |
| Richard J Haynes MD | |||||||
| Secretary & Vice Chair | 5.00 | X | X | 0 | 0 | 0 | |
| James G Borovsky | |||||||
| Treasurer | 5.00 | X | X | 0 | 0 | 0 | |
| James D Heckman MD | |||||||
| Vice Chair, Research Grants | 5.00 | X | X | 0 | 0 | 0 | |
| Frank B Kelly Jr MD | |||||||
| Vice Chair, Educational Grants | 5.00 | X | X | 0 | 0 | 0 | |
| Thomas P Schmalzried MD | |||||||
| Vice Chair, Corporate Relations | 5.00 | X | X | 0 | 0 | 0 | |
| John J Callaghan MD | |||||||
| Chair-Elect, Effective 2/16/12 | 5.00 | X | X | 0 | 0 | 0 | |
| S Terrance Canale MD | |||||||
| Past Board Chair | 5.00 | X | X | 0 | 0 | 0 | |
| William P Cooney III MD | |||||||
| Past Board Chair | 5.00 | X | X | 0 | 0 | 0 | |
| H Michael Immel | |||||||
| Treasurer, Through 2/15/12 | 5.00 | X | X | 0 | 0 | 0 | |
| James R Andrews MD | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| R Tracy Ballock MD | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Judith F Baumhauer MD MPH | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| James H Beaty MD | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Kevin J Bozic MD | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Daryll C Dykes MD PhD | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| John H Healey MD | |||||||
| Trustee, Effective 2/16/12 | 5.00 | X | 0 | 0 | 0 | ||
| Shepard R Hurwitz MD | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| David G Lewallen MD | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Adolph V Lombardi Jr MD FACS | |||||||
| Trustee, Effective 2/16/12 | 5.00 | X | 0 | 0 | 0 | ||
| Richard D Nikolaev | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| E Anthony Rankin MD | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Richard Santore MD | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Richard R Tarr | |||||||
| Trustee | 5.00 | X | 0 | 0 | 0 | ||
| Jo A Hannafin MD PhD | |||||||
| Trustee, Through 2/15/12 | 5.00 | X | 0 | 0 | 0 | ||
| Kurt P Spindler MD | |||||||
| Trustee, Through 2/15/12 | 5.00 | X | 0 | 0 | 0 | ||
| Sharon Mellor | |||||||
| CEO | 50.00 | X | 186065 | 0 | 16728 | ||
| Donna Rebeck | |||||||
| CFO/COO | 50.00 | X | 142140 | 0 | 50568 | ||
| Ed Hoover | |||||||
| VP for Development | 40.00 | 106607 | 0 | 21034 | X | ||
| Jean McGuire | |||||||
| VP of Grants | 40.00 | 119016 | 0 | 23347 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 553828 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 111677 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 5154975 | AllOtherContributions |
| Noncash Contributions | 21530 | NoncashContributions |
| Total Contributions | 5154975 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 720388 | TotalRevenueColumn |
| Exclusion | $720,388 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2649846 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 929619 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1720227 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1720227 | TotalRevenueColumn |
| Exclusion | $1,720,227 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7595590 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,440,615 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6272720 | Total |
| Program Services | 6272720 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 661810 | Total |
| Program Services | 661810 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 395500 | Total |
| Program Services | 120030 | ProgramServices |
| Management And General | 63286 | ManagementAndGeneral |
| Fundraising | 212184 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1010451 | Total |
| Program Services | 280774 | ProgramServices |
| Management And General | 240123 | ManagementAndGeneral |
| Fundraising | 489554 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160570 | Total |
| Program Services | 37498 | ProgramServices |
| Management And General | 34003 | ManagementAndGeneral |
| Fundraising | 89069 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169585 | Total |
| Program Services | 40276 | ProgramServices |
| Management And General | 41483 | ManagementAndGeneral |
| Fundraising | 87826 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97361 | Total |
| Program Services | 24948 | ProgramServices |
| Management And General | 20959 | ManagementAndGeneral |
| Fundraising | 51454 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74617 | Total |
| Management And General | 74617 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48016 | Total |
| Management And General | 48016 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29500 | Total |
| Management And General | 29500 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85555 | Total |
| Management And General | 85555 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52644 | Total |
| Fundraising | 52644 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 275130 | Total |
| Program Services | 68384 | ProgramServices |
| Management And General | 15248 | ManagementAndGeneral |
| Fundraising | 191498 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109012 | Total |
| Program Services | 14012 | ProgramServices |
| Management And General | 30795 | ManagementAndGeneral |
| Fundraising | 64205 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44084 | Total |
| Program Services | 11954 | ProgramServices |
| Management And General | 10264 | ManagementAndGeneral |
| Fundraising | 21866 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85305 | Total |
| Program Services | 21330 | ProgramServices |
| Management And General | 18773 | ManagementAndGeneral |
| Fundraising | 45202 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134631 | Total |
| Program Services | 16207 | ProgramServices |
| Management And General | 72207 | ManagementAndGeneral |
| Fundraising | 46217 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141453 | Total |
| Program Services | 5687 | ProgramServices |
| Management And General | 28483 | ManagementAndGeneral |
| Fundraising | 107283 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12647 | Total |
| Management And General | 12647 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29814 | Total |
| Management And General | 29814 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Life Insurance Premiums | 208232 | 208232 | ||
| Bad Debt Loss | 68500 | 68500 | ||
| Recognition Awards | 15502 | 15087 | 309 | 106 |
| Exhibits | 12480 | 8851 | 3629 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24071 | Total |
| Management And General | 17120 | ManagementAndGeneral |
| Fundraising | 6951 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10219190 | Total |
| Program Services | 7575939 | ProgramServices |
| Management And General | 876628 | ManagementAndGeneral |
| Fundraising | 1766623 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7997290 | BOY |
| EOY | 9060239 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8965212 | BOY |
| EOY | 3928158 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110267 | BOY |
| EOY | 36692 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 276610 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 244572 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32251 | BOY |
| EOY | 32038 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22050376 | BOY |
| EOY | 23456013 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4431576 | BOY |
| EOY | 4645531 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43586972 | BOY |
| EOY | 41158671 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287723 | BOY |
| EOY | 250780 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5895267 | BOY |
| EOY | 5453656 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1727496 | BOY |
| EOY | 2079245 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7910486 | BOY |
| EOY | 7783681 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -4771712 | BOY |
| EOY | -2870121 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9618765 | BOY |
| EOY | 4453196 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30829433 | BOY |
| EOY | 31791915 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35676486 | BOY |
| EOY | 33374990 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43586972 | BOY |
| EOY | 41158671 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2623600 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 228283 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 93821 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4157548 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18494916 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25123804 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8034243 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5154975 | CurrentTaxYear |
| Total | 60965486 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4157548 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18494916 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25123804 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8034243 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5154975 | CurrentTaxYear |
| Total | 60965486 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 31265163 | AmountsSubstContributorsTotal |
| Public Support Total170 | 29700323 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 728181 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 543458 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 433142 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 732310 | CurrentTaxYearMinus1Year |
| Current Tax Year | 720388 | CurrentTaxYear |
| Total | 3157479 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 64122965 | TotalSupport |
| Public Support Pertcentage170 | 0.46320 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.49810 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20816303 | BeginningOfYearBalance |
| Contributions | 2539740 | Contributions |
| Investment Earnings Or Losses | 2207080 | InvestmentEarningsOrLosses |
| End Of Year Balance | 25563123 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 21836981 | BeginningOfYearBalance |
| Contributions | 887174 | Contributions |
| Investment Earnings Or Losses | -763804 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1144048 | GrantsOrScholarships |
| End Of Year Balance | 20816303 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20192293 | BeginningOfYearBalance |
| Contributions | 863972 | Contributions |
| Investment Earnings Or Losses | 2024961 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1244245 | GrantsOrScholarships |
| End Of Year Balance | 21836981 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17293162 | BeginningOfYearBalance |
| Contributions | 1264815 | Contributions |
| Investment Earnings Or Losses | 3574561 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1940245 | GrantsOrScholarships |
| End Of Year Balance | 20192293 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34736780 | BeginningOfYearBalance |
| Contributions | 1583998 | Contributions |
| Investment Earnings Or Losses | -9942978 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1193096 | GrantsOrScholarships |
| Other Expenditures | 7891542 | OtherExpenditures |
| End Of Year Balance | 17293162 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22201 | OtherCostOrOtherBasis |
| Depreciation | 22201 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 254409 | OtherCostOrOtherBasis |
| Depreciation | 222371 | Depreciation |
| Book Value | 32038 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32038 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Charitable Remainder Trusts Receivable | 2679138 |
| Cash Surrender Value of Life Insurance | 1819378 |
| Other Receivables | 147015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4645531 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 7869077 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 228283 | NetUnrealizedGainsInvestments |
| Other Revenues | 93821 | OtherRevenues |
| Revenue Not Rptd F990 | 322104 | RevenueNotRptdF990 |
| Revenue Subtotal | 7546973 | RevenueSubtotal |
| Investment Expenses Not Included | 48617 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 48617 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7595590 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10170573 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10170573 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 48617 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 48617 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10219190 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part IV, Line 2b: | On behalf of fifty-four orthopaedic organizations, the Foundation solicits contributions which it invests, administers funds, 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 award research and educational grants and to support the Foundation's mission. | Description of Intended Use of Endowment Funds: |
| 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, 2012, 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 2009. | Description of Uncertain Tax Positions Under FIN 48: |
| Change in Cash Surrender Value of Life Insurance Policies -11,664. Change in Value of Charitable Remainder Trusts 105,485. | Part XI, Line 2d - Other Adjustments: |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | North America | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Grants | TypeOfActivitiesConducted |
| Specific Services Provided | Grants for research at universities. | SpecificServicesProvided |
| Total Expenditures | 661810 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 661810 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 661810 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (4 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| North America | Prospective multi-center analysis on 3D factors involved in the decision to perform a selective versus non-selective fusion in AIS | 280000 | Check |
| North America | Combining and analyzing datasets from the Epidemiology, Process, and Outcome of Spine Oncology (EPOSO) and Surgical Versus Nonoperative Treatment of Metastatic Epidural Spinal Cord Compression (MESCC) | 240000 | Check |
| North America | Prophylactic Antibiotic Regimens in Tumor Surgery (PARITY) | 99960 | Check |
| North America | Comparison of a retrograde intramedullary nail, polyaxial locking plate, and intramedullary fibular strut allograft with polyaxial locking plate for fixation of perioprosthetic distal femur fracture post total knee arthroplasty | 41850 | Check |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 4 | TotalNumberOf501c3Orgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants Outside the U.S.: | Identifier |
| Explanation | Schedule F, Part I, Line 2: One-year research grants receive 50% of the funds upon award announcement and then receive 40% after a six-month financial report is received. Final scientific, lay and financial reports are required 60 days within the end of the grant. Once the Foundation has all reports, the final 10% of the funds are released. Two- or three-year research grants are paid and spread over the term of the grant. Multi-year grant awardees submit annual scientific progress reports. These reports are reviewed by the original peer review committee members and any issues are flagged for discussion with the researcher. The surgeon-Chair of the Research Grants Committee reads and evaluates all reports. Institutions receiving educational grants receive full payment after the applications are reviewed and accepted by the Educational Grants Committee. The Research and Educational Grants Committees, both comprised of orthopaedic surgeons, report all grants and awards to the Board of Trustees. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (161 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| American Academy of Orthopaedic Surgeons | ||||||||
| 6300 N River Road | Rosemont | IL | 60018 | 362110592 | 501(c)3 | 5000 | 2012 AAOS/OREF/ORS Clincian Scholar Development Program | |
| American Academy of Orthopaedic Surgeons | ||||||||
| 6300 N River Road | Rosemont | IL | 60018 | 362110592 | 501(c)3 | 40000 | 2012 Annual Unrestricted Educational Grant | |
| American Orthopaedic Association | ||||||||
| 6300 North River Road | Rosemont | IL | 60018 | 136118458 | 501(c)3 | 10000 | 2012 AOA-OREF Resident Leadership Forum | |
| Anderson Clinic | ||||||||
| PO Box 7088 | Alexandria | VA | 22307 | 541632197 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Andrews Research & Education Institute | ||||||||
| 1020 Gulf Breeze Parkway | Gulf Breeze | FL | 32561 | 592425151 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Sports Medicine | |
| Barton Health Lake Tahoe | ||||||||
| PO Box 11889 | Zephyr Cove | NV | 89448 | 946050274 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Sports Medicine | |
| Baylor University College of Medicine | ||||||||
| 6620 Main Street Suite 1325 | Houston | TX | 77030 | 741613878 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Baylor University Medical Center | ||||||||
| 3500 Gaston Avenue | Dallas | TX | 75246 | 751921898 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Foot and Ankle | |
| Beaumont Health System | ||||||||
| 3535 West 13 Mile Road Suite 604 | Royal Oak | MI | 48073 | 381459362 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Beaumont Health System | ||||||||
| 3535 West 13 Mile Road Suite 604 | Royal Oak | MI | 48073 | 381459362 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Beth Israel Deaconess Medical Center | ||||||||
| 330 Brookline Avenue | Boston | MA | 02215 | 042103881 | 501(c)3 | 45000 | 25-Hydroxy-Vitamin D and Bone Turnover Marker Levels in Patients with Distal Radius Fractures | |
| Beth Israel Deaconess Medical Center | ||||||||
| 330 Brookline Avenue | Boston | MA | 02215 | 042103881 | 501(c)3 | 150000 | CT-Based Prediction of Vertebral Metastatic Fractures: A Multi Center Prospective Study | |
| Boston University School of Medicine | ||||||||
| Boston Medical Center Department of | Boston | MA | 02118 | 043354360 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | Orthopaedic Surgery |
| Brigham and Women's Hospital | ||||||||
| 75 Francis Street | Boston | MA | 02115 | 042312909 | 501(c)3 | 26923 | 2012 GME Fellowship Grant in Trauma | |
| Brigham and Women's Hospital | ||||||||
| 75 Francis Street | Boston | MA | 02115 | 042312909 | 501(c)3 | 50000 | Patient Willingness to Participate in Total Joint Arthroplasty New Technology Cost, and Risk Aversement | |
| Case Western Reserve University School of Medicine | ||||||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | 341018992 | 501(c)3 | 50000 | 2012-13 Research Residency Grant | |
| Cedars Sinai Medical Center | ||||||||
| 8797 Beverly Boulevard 250 | Los Angeles | CA | 90048 | 951644600 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Children's Hospital of Los Angeles | ||||||||
| 4650 Sunset Boulevard 69 | Los Angeles | CA | 90027 | 951690977 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Cincinnati Children's Hospital Medical Center | ||||||||
| 3333 Burnet Avenue MLC2017 | Cincinnati | OH | 45229 | 310833936 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | 340714585 | 501(c)3 | 200000 | Anatomical Differences and Protective Helmet Design in American Football: Contributions to Head, Neck and Spine Trauma Risk in Adult and Youth Participants | |
| Colorado Joint Replacement | ||||||||
| 2535 S Downing Street 100 | Denver | CO | 80210 | 841477771 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Columbia University Medical Center | ||||||||
| 622 West 168th Street PH11 | New York | NY | 10032 | 135598093 | 501(c)3 | 5000 | Acetabular Component Positioning and Functional Outcomes in Patients with Total Hip Arthroplasties | |
| Columbia University Medical Center | ||||||||
| 622 West 168th Street PH11 | New York | NY | 10032 | 135598093 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Columbia University Medical Center | ||||||||
| 622 West 168th Street PH11 | New York | NY | 10032 | 135598093 | 501(c)3 | 49600 | Satisfaction and Shoulder Function in Patients with Re-tear Following Rotator Cuf Repair: Analysis of the Effects of Age and Activity Level | |
| Duke University | ||||||||
| 375 MSRB Research Drive Box 3093 | Durham | NC | 27710 | 560532129 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Foot and Ankle | |
| Duke University | ||||||||
| 375 MSRB Research Drive Box 3093 | Durham | NC | 27710 | 560532129 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Sports Medicine | |
| Duke University | ||||||||
| 375 MSRB Research Drive Box 3093 | Durham | NC | 27710 | 560532129 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Emory University School of Medicine | ||||||||
| 59 Executive Park South Suite 3000 | Atlanta | GA | 30329 | 580566256 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Emory University School of Medicine | ||||||||
| 59 Executive Park South Suite 3000 | Atlanta | GA | 30329 | 580566256 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Foundation for Orthopaedic Research and Education Inc | ||||||||
| 13020 N Telecom Parkway | Temple Terrace | FL | 33637 | 593555349 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Shoulder and Elbow | |
| Foundation for Orthopaedic Research and Education Inc | ||||||||
| 13020 N Telecom Parkway | Temple Terrace | FL | 33637 | 593555349 | 501(c)3 | 26923 | 2012 GME Fellowship Grant in Trauma | |
| Foundation for Orthopaedic Research and Education Inc | ||||||||
| 13020 N Telecom Parkway | Temple Terrace | FL | 33637 | 593555349 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Foundation for Orthopaedic Research and Education Inc | ||||||||
| 13020 N Telecom Parkway | Temple Terrace | FL | 33637 | 593555349 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Foundation for Orthopedic Athletic and Reconstructive Research | ||||||||
| 6410 Fanin Suite 1535 | Houston | TX | 77030 | 760257078 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Shoulder and Elbow | |
| Georgetown University Hospital | ||||||||
| 3800 Reservoir Road NW | Washington | DC | 20007 | 227395402 | 501(c)3 | 6334 | 2012 Residency Enhancement Grant | |
| Gordon Research Conference | ||||||||
| 512 Liberty Lane | West Kingston | RI | 02892 | 260150662 | 501(c)3 | 15000 | 2012 Gordon Research Conference on Musculoskeletal Biology and Bioengineering | |
| Hospital for Special Surgery Cornell University Medical College | ||||||||
| 535 East 70th Street | New York | NY | 10021 | 131624135 | 501(c)3 | 5000 | The Effect of Diabetes on Bone Quality and Collagen Cross-Links | |
| Hospital for Special Surgery Cornell University Medical College | ||||||||
| 535 East 70th Street | New York | NY | 10021 | 131624135 | 501(c)3 | 20000 | The Role of Pro-Inflammatory Cytokines in Fluid Pressure Induced Osteolysis | |
| Hospital for Special Surgery Cornell University Medical College | ||||||||
| 535 East 70th Street | New York | NY | 10021 | 131624135 | 501(c)3 | 26923 | 2012 GME Fellowship Grant in Trauma | |
| Hospital for Special Surgery Cornell University Medical College | ||||||||
| 535 East 70th Street | New York | NY | 10021 | 131624135 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Hospital for Special Surgery Cornell University Medical College | ||||||||
| 535 East 70th Street | New York | NY | 10021 | 131624135 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Hospital for Special Surgery Cornell University Medical College | ||||||||
| 535 East 70th Street | New York | NY | 10021 | 131624135 | 501(c)3 | 50000 | The Effect of Anterior Cruciate Ligament Graft Tension on Graft Healing and Joint Biology | |
| Indiana University | ||||||||
| 541 Clinical Drive Suite 600 | Indianapolis | IN | 46202 | 356001673 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Institute for Foot and Ankle Reconstruction at Mercy | ||||||||
| 301 St Paul Place | Baltimore | MD | 21202 | 524955113 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Foot and Ankle | |
| Johns Hopkins University | ||||||||
| 733 North Broadway Suite 117 | Baltimore | MD | 21205 | 520595110 | 501(c)3 | 5000 | Distal Clavicle Autograft for Reconstruction of Anterior Glenoid Deficiency due to Recurrent Glenohumeral Instability - A Biomechanical Analysis | |
| Johns Hopkins University | ||||||||
| 733 North Broadway Suite 117 | Baltimore | MD | 21205 | 520595110 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine (Adult Spine) | |
| Johns Hopkins University | ||||||||
| 733 North Broadway Suite 117 | Baltimore | MD | 21205 | 520595110 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine (Pediatric Spine) | |
| Kerlan Jobe Orthopaedic Foundation | ||||||||
| 6801 Park Terrace | Los Angeles | CA | 90045 | 954707606 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Sports Medicine | |
| Loyola University of Chicago Stritch School of Medicine | ||||||||
| 2160 South First Avenue Maguire | Maywood | IL | 60154 | 361408475 | 501(c)3 | 5000 | The Effects of Nonsteroidal Anti-Inflammatory Drugs on Fracture Healing in a Juvenile Rat Model | Suite 1700 |
| Loyola University of Chicago Stritch School of Medicine | ||||||||
| 2160 South First Avenue Maguire | Maywood | IL | 60154 | 361408475 | 501(c)3 | 20000 | Effects of Alcohol Induced Oxidative Stress on Mesenchymal Stem Cell Recruitment for Fracture Healing | Suite 1700 |
| Massachusetts General Hospital | ||||||||
| 32 Fruit Street | Boston | MA | 02114 | 042697983 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Hand | |
| Massachusetts General Hospital | ||||||||
| 32 Fruit Street | Boston | MA | 02114 | 042697983 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Oncology | |
| Massachusetts General Hospital | ||||||||
| 32 Fruit Street | Boston | MA | 02114 | 042697983 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Massachusetts General Hospital | ||||||||
| 32 Fruit Street | Boston | MA | 02114 | 042697983 | 501(c)3 | 179654 | Enhanced Bone Formation and Repair by Modification of Allograft Surfaces | |
| Mayo Clinic Medical School | ||||||||
| 200 First Street SW | Rochester | MN | 55905 | 416011702 | 501(c)3 | 5000 | Differentiating Musculoskeletal Tumors Using MicroRNA Expression Profiling | |
| Mayo Clinic Medical School | ||||||||
| 200 First Street SW | Rochester | MN | 55905 | 416011702 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Hand | |
| Mayo Clinic Medical School | ||||||||
| 200 First Street SW | Rochester | MN | 55905 | 416011702 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Oncology | |
| Mayo Clinic Medical School | ||||||||
| 200 First Street SW | Rochester | MN | 55905 | 416011702 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Shoulder and Elbow | |
| Mayo Clinic Medical School | ||||||||
| 200 First Street SW | Rochester | MN | 55905 | 416011702 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Mayo Clinic Medical School | ||||||||
| 200 First Street SW | Rochester | MN | 55905 | 416011702 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Mississippi Sports Medicine and Orthopaedic Center | ||||||||
| 1325 East Fortification Street | Jackson | MS | 39202 | 640869099 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Sports Medicine | |
| Mount Sinai School of Medicine | ||||||||
| Dept of Orthopaedics Box 1188 1 | New York | NY | 10029 | 136171197 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Shoulder and Elbow | Gustave L Levy Place |
| Naval Medical Center San Diego | ||||||||
| 34800 Bob Wilson Drive Suite 112 | San Diego | CA | 92134 | 911593913 | 501(c)3 | 6334 | 2012 Residency Enhancement Grant | |
| New England Baptist Hospital | ||||||||
| 125 Parker Hill Avenue | Boston | MA | 02120 | 042103612 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| New England Baptist Hospital | ||||||||
| 125 Parker Hill Avenue | Boston | MA | 02120 | 042103612 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| New York University - Hospital of Joint Diseases | ||||||||
| 301 E 17th Street | New York | NY | 10003 | 135562308 | 501(c)3 | 6334 | 2012 Residency Enhancement Grant | |
| New York University - Hospital of Joint Diseases | ||||||||
| 301 E 17th Street | New York | NY | 10003 | 135562308 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Shoulder and Elbow | |
| New York University - Hospital of Joint Diseases | ||||||||
| 301 E 17th Street | New York | NY | 10003 | 135562308 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| New York University - Hospital of Joint Diseases | ||||||||
| 301 E 17th Street | New York | NY | 10003 | 135562308 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Northwestern University Medical School | ||||||||
| 676 North St Clair Suite 1350 | Chicago | IL | 60611 | 362167817 | 501(c)3 | 6084 | 2012 Residency Enhancement Grant | |
| Northwestern University Medical School | ||||||||
| 676 North St Clair Suite 1350 | Chicago | IL | 60611 | 362167817 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Oregon Health & Science University | ||||||||
| 3181 SW Sam Jackson Park Road | Portland | OR | 97239 | 237083114 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | Mailcode OP31 |
| OrthoCarolina Research Institute Inc | ||||||||
| 1915 Randolph Road | Charlotte | NC | 28207 | 010648145 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Shoulder and Elbow | |
| OrthoCarolina Research Institute Inc | ||||||||
| 1915 Randolph Road | Charlotte | NC | 28207 | 010648145 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Orthopaedic Research Foundation | ||||||||
| 8450 Northwest Boulevard | Indianapolis | IN | 46278 | 351691013 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Orthopaedic Research of Virginia | ||||||||
| 71501 Maple Avenue Suite 200 NW MOB | Richmond | VA | 23226 | 521266997 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Sports Medicine | MOB |
| Orthopaedic Research Society | ||||||||
| 6300 N River Road | Rosemont | IL | 60018 | 363180285 | 501(c)3 | 12720 | Grant Writing Workshops, 2012 | |
| Providence Hospital | ||||||||
| PO Box 2043 | Southfield | MI | 48037 | 381358212 | 501(c)3 | 5000 | Comparison of the Effects of Polyethylene Particles to Bacteria at a Weight-Bearing Rat Tibia Bone-Implant Interface | |
| Rady Children's Hospital and Health Center | ||||||||
| 3030 Childrens Way Suite 410 | San Diego | CA | 92123 | 810566710 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Rush University Medical Center | ||||||||
| 1653 West Congress Parkway | Chicago | IL | 60612 | 362174823 | 501(c)3 | 46250 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| San Diego Center for Spinal Disorders | ||||||||
| 4130 La Jolla Village Drive Suite | La Jolla | CA | 92037 | 201863911 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | 300 |
| Shriners Hospitals for Children Northern California | ||||||||
| 2425 Stockton Boulevard | Sacramento | CA | 95819 | 362193608 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Shriners Hospitals for Children Northern California | ||||||||
| 2425 Stockton Boulevard | Sacramento | CA | 95819 | 362193608 | 501(c)3 | 58965 | Kinematic Analysis of the Thumb for Children with Congenital Thumb Hypoplasia | |
| Shriners Hospitals for Children Philadelphia | ||||||||
| 3551 North Broad Street | Philadelphia | PA | 19140 | 362193608 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Southern Illinois University | ||||||||
| 701 North 1st Street PO Box 19679 | Springfield | IL | 62794 | 376005961 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Stanford University School of Medicine | ||||||||
| 450 Broadway Street MC 6342 | Redwood City | CA | 94063 | 941156365 | 501(c)3 | 200000 | Developing a Patient-Centered Clinical Tool for Assessment of Risk of Perioperative Complications in Spine Surgery Procedures | |
| SUNY Health Science Center at Stony Brook | ||||||||
| Department of Orthopaedics HSC-T18 | Stony Brook | NY | 11794 | 141368361 | 501(c)3 | 5000 | Identification of Systemic Osteogenic Factors in TBI Patients | |
| Texas Back Institute | ||||||||
| 6020 West Parker Raod Suite 200 | Plano | TX | 75093 | 752050380 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Texas Scottish Rite Hospital for Children | ||||||||
| 2222 Welborn Street | Dallas | TX | 75219 | 750818178 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| The Methodist Hospital | ||||||||
| 6565 Fannin Street GB240 | Houston | TX | 77030 | 741180155 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Twin Cities Orthopedics Foundation | ||||||||
| 6465 Wayzata Boulevard Suite 900 | St Louis Park | MN | 55426 | 830435069 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| University of Arizona College of Medicine | ||||||||
| HSC PO Box 245064 | Tucson | AZ | 85724 | 742652689 | 501(c)3 | 5000 | Bisphosphonate Exposure as a Risk Factor for Stress Reactions in the Proximal Femur | |
| University of Arizona College of Medicine | ||||||||
| HSC PO Box 245064 | Tucson | AZ | 85724 | 742652689 | 501(c)3 | 5000 | Bone Regeneration Using Engineered Segmental Tissue | |
| University of Arkansas for Medical Sciences | ||||||||
| 4301 West Markham Mail Slot 531 | Little Rock | AR | 72205 | 716056774 | 501(c)3 | 6334 | 2012 Residency Enhancement Grant | |
| University of California Davis | ||||||||
| 4860 Y Street Suite 3800 | Sacramento | CA | 95817 | 946038494 | 501(c)3 | 26923 | 2012 GME Fellowship Grant in Trauma | |
| University of California Davis | ||||||||
| 4860 Y Street Suite 3800 | Sacramento | CA | 95817 | 946038494 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| University of California Davis | ||||||||
| 4860 Y Street Suite 3800 | Sacramento | CA | 95817 | 946038494 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| University of California Los Angeles UCLA School of Med | ||||||||
| 10945 Le Conte Avenue PVUB3355 | Los Angeles | CA | 90095 | 956006143 | 501(c)3 | 6334 | 2012 Residency Enhancement Grant | |
| University of California Los Angeles UCLA School of Med | ||||||||
| 10945 Le Conte Avenue PVUB3355 | Los Angeles | CA | 90095 | 956006143 | 501(c)3 | 50000 | Perivascular Stem Cells: A Potential Regenerative Therapy for Atrophy and Fatty Infiltration of the Rotator Cuff | |
| University of California San Diego School of Medicine | ||||||||
| 200 West Arbor Drive MC8894 | San Diego | CA | 92103 | 943067788 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| University of California San Francisco School of Medicine | ||||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | 501(c)3 | 5000 | A Brief Web-Based Screening Questionnaire for Urinary Tract Infections and Bleeding Disorders in Pre-Surgical Arthroplasty Patients: Development and Validation | |
| University of California San Francisco School of Medicine | ||||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | 501(c)3 | 5000 | Kinematic MR Imaging Evaluation of ACL Reconstructions Using the Mini-Two Incision Method Compared to the Anteromedial Portal Technique | |
| University of California San Francisco School of Medicine | ||||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | 501(c)3 | 6334 | 2012 Residency Enhancement Grant | |
| University of California San Francisco School of Medicine | ||||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | 501(c)3 | 20000 | Does Diabetes Mellitus Predispose the Intervertebral Disc to Degeneration? | |
| University of California San Francisco School of Medicine | ||||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | 501(c)3 | 26923 | 2012 GME Fellowship Grant in Trauma | |
| University of California San Francisco School of Medicine | ||||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| University of California San Francisco School of Medicine | ||||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | 501(c)3 | 50000 | Quantitative MR Imaging Evaluation of Articular Cartilage and Kinematic Changes in the Knee After Meniscectomy | |
| University of California San Francisco School of Medicine | ||||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | 501(c)3 | 50000 | Intramedullary Nailing Versus Plates for Femoral Shaft Fractures in Dar es Salaam, Tanzania with Minimum 1-year Follow-up | |
| University of California San Francisco School of Medicine | ||||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | 501(c)3 | 50000 | 2012-13 Research Residency Grant | |
| University of Colorado School of Medicine Denver | ||||||||
| 4701 East 9th Avenue Box E203 | Denver | CO | 80262 | 846000555 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| University of Colorado School of Medicine Denver | ||||||||
| 4701 East 9th Avenue Box E203 | Denver | CO | 80262 | 846000555 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| University of Florida College of Medicine | ||||||||
| 3450 Hull Road | Gainesville | FL | 32607 | 596002052 | 501(c)3 | 6184 | 2012 Residency Enhancement Grant | |
| University of Florida College of Medicine | ||||||||
| 3450 Hull Road | Gainesville | FL | 32607 | 596002052 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Oncology | |
| University of Florida College of Medicine | ||||||||
| 3450 Hull Road | Gainesville | FL | 32607 | 596002052 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Shoulder and Elbow | |
| University of Florida College of Medicine | ||||||||
| 3450 Hull Road | Gainesville | FL | 32607 | 596002052 | 501(c)3 | 26923 | 2012 GME Fellowship Grant in Trauma | |
| University of Iowa College of Medicine | ||||||||
| 200 Hawkins Drive | Iowa City | IA | 52242 | 426004813 | 501(c)3 | 5000 | Wire Navigation-Based Surgical Skills Simulation - A Pilot Study | |
| University of Iowa College of Medicine | ||||||||
| 200 Hawkins Drive | Iowa City | IA | 52242 | 426004813 | 501(c)3 | 20000 | Impingement and Dislocation in Total Hip Arthroplasty: Mechanisms and Consequences | |
| University of Iowa College of Medicine | ||||||||
| 200 Hawkins Drive | Iowa City | IA | 52242 | 426004813 | 501(c)3 | 50000 | The Effect of Syndesmotic Overcompression on Ankle Joint Mechanics in a Cadaver Model | |
| University of Louisville School of Medicine | ||||||||
| Health Science Center Building A | Louisville | KY | 40292 | 611029626 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | Room 1115 |
| University of Minnesota - Minneapolis | ||||||||
| 200 Oak Street SE | Minneapolis | MN | 55455 | 416007513 | 501(c)3 | 26923 | 2012 GME Fellowship Grant in Trauma | |
| University of Minnesota - Minneapolis | ||||||||
| 200 Oak Street SE | Minneapolis | MN | 55455 | 416007513 | 501(c)3 | 36450 | An Examination of Patients Excluded from the Study to Prospectively Evaluate Reamed Intramedullary Nails in Patients with Tibial Fractures (SPRINT) | |
| University of Minnesota - Minneapolis | ||||||||
| 200 Oak Street SE | Minneapolis | MN | 55455 | 416007513 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| University of Minnesota - Minneapolis | ||||||||
| 200 Oak Street SE | Minneapolis | MN | 55455 | 416007513 | 501(c)3 | 280912 | Minimize Implants Maximize Outcomes (MIMO) Clinical Trial | |
| University of Mississippi School of Medicine | ||||||||
| 2500 North State Street | Jackson | MS | 39216 | 646008520 | 501(c)3 | 5000 | Evaluation of Chondrocytes and Bone Marrow Mesenchymal Stem Cells within a Poly Capro-Lactone (PCL) Scaffold Following Exposure to Pro-Inflammatory Cytokines Subjected to Hypoxic Conditions | |
| University of Missouri - Columbia | ||||||||
| One Hospital Drive MC213 DC05300 | Columbia | MO | 65212 | 436003859 | 501(c)3 | 5334 | 2012 Residency Enhancement Grant | |
| University of Missouri - Columbia | ||||||||
| One Hospital Drive MC213 DC05300 | Columbia | MO | 65212 | 436003859 | 501(c)3 | 26923 | 2012 GME Fellowship Grant in Trauma | |
| University of Pennsylvania McKay Laboratories | ||||||||
| 424 Stemmler Hall | Philadelphia | PA | 19104 | 231352685 | 501(c)3 | 6334 | 2012 Residency Enhancement Grant | |
| University of Pennsylvania McKay Laboratories | ||||||||
| 424 Stemmler Hall | Philadelphia | PA | 19104 | 231352685 | 501(c)3 | 20000 | Influence of Locally and Systemically Delivered Ibuprofen on Rotator Cuff Healing in a Rat Model | |
| University of Pennsylvania McKay Laboratories | ||||||||
| 424 Stemmler Hall | Philadelphia | PA | 19104 | 231352685 | 501(c)3 | 50000 | 2012-13 Research Residency Grant | |
| University of Pittsburgh School of Medicine | ||||||||
| 3471 Fifth Avenue Suite 1010 | Pittsburgh | PA | 15213 | 251423657 | 501(c)3 | 20000 | Bone-Tendon-Bone Versus Soft Tissue Autograft Anterior Cruciate Ligament Reconstruction: Is There a Difference in In-Vivo Graft Performance? | |
| University of Pittsburgh School of Medicine | ||||||||
| 3471 Fifth Avenue Suite 1010 | Pittsburgh | PA | 15213 | 251423657 | 501(c)3 | 21500 | Mesenchymal Stem Cell Treatment and Prevention of Periprosthetic Joint Infections | |
| University of Pittsburgh School of Medicine | ||||||||
| 3471 Fifth Avenue Suite 1010 | Pittsburgh | PA | 15213 | 251423657 | 501(c)3 | 100000 | Clinical Application of Quantitative Assessment of the Pivot Shift - A Multi-Center Study | |
| University of Rochester School of Medicine and Dentistry | ||||||||
| 601 Elmwood Avenue Box 665 | Rochester | NY | 14642 | 160743209 | 501(c)3 | 100000 | PTH Effects on Intraveneously Delivered hMSC During Skeletal Repair | |
| University of Southern California School of Medicine | ||||||||
| 1200 North State Street GNH 3900 | Los Angeles | CA | 90033 | 951642394 | 501(c)3 | 26923 | 2012 GME Fellowship Grant in Trauma | |
| University of Tennessee Campbell Clinic | ||||||||
| 1211 Union Avenue Suite 510 | Memphis | TN | 38104 | 620548038 | 501(c)3 | 6333 | 2012 Residency Enhancement Grant | |
| University of Tennessee Campbell Clinic | ||||||||
| 1211 Union Avenue Suite 510 | Memphis | TN | 38104 | 620548038 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| University of Texas Health Science Center at Houston | ||||||||
| 6431 Fannin Street Room 6156 | Houston | TX | 77030 | 746000203 | 501(c)3 | 26923 | 2012 GME Fellowship Grant in Trauma | |
| University of Utah School of Medicine | ||||||||
| 590 Wakara Way | Salt Lake City | UT | 84108 | 876000525 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| University of Utah School of Medicine | ||||||||
| 590 Wakara Way | Salt Lake City | UT | 84108 | 876000525 | 501(c)3 | 50000 | GGAA Promoter Microsatellite Repeat Instability in the Oncogenesis of Ewing's Sarcoma | |
| University of Virginia School of Medicine | ||||||||
| Department of Orthopaedic Surgery | Charlottesville | VA | 22908 | 546001796 | 501(c)3 | 6333 | 2012 Residency Enhancement Grant | Box 800159 |
| University of Virginia School of Medicine | ||||||||
| Department of Orthopaedic Surgery | Charlottesville | VA | 22908 | 546001796 | 501(c)3 | 20000 | Human Adipose-Derived Stem Cells in Three-Dimensional Multicellular Aggregates as Allograft for Spinal Fusion: An In Vitro and In Vivo Study | Box 800159 |
| University of Virginia School of Medicine | ||||||||
| Department of Orthopaedic Surgery | Charlottesville | VA | 22908 | 546001796 | 501(c)3 | 34331 | 2012 GME Fellowship Grant in Spine | Box 800159 |
| University of Washington School of Medicine | ||||||||
| Department of Orthopaedics | Seattle | WA | 98104 | 916001537 | 501(c)3 | 26924 | 2012 GME Fellowship Grant in Trauma | Harborview Medical Center |
| Van Andel Research Instittue | ||||||||
| 333 Bostwick Avenue NE | Grand Rapids | MI | 49503 | 203879278 | 501(c)3 | 5000 | Biomechanical Testing of a Novel Tension Band Plate Construct Compared to Tension Band Wires or Screws | |
| Vanderbilt University School of Medicine | ||||||||
| Vanderbilt Orthopaedic Institute | Nashville | TN | 37232 | 620476822 | 501(c)3 | 5000 | The Etiology of Deep Vein Thrombosis Associated with Severe S.aureus Musculoskeletal Infections in Children | Medical Center East |
| Vanderbilt University School of Medicine | ||||||||
| Vanderbilt Orthopaedic Institute | Nashville | TN | 37232 | 620476822 | 501(c)3 | 6333 | 2012 Residency Enhancement Grant | Medical Center East |
| Vanderbilt University School of Medicine | ||||||||
| Vanderbilt Orthopaedic Institute | Nashville | TN | 37232 | 620476822 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Oncology | Medical Center East |
| Vanderbilt University School of Medicine | ||||||||
| Vanderbilt Orthopaedic Institute | Nashville | TN | 37232 | 620476822 | 501(c)3 | 26923 | 2012 GME Fellowship Grant in Trauma | Medical Center East |
| Vanderbilt University School of Medicine | ||||||||
| Vanderbilt Orthopaedic Institute | Nashville | TN | 37232 | 620476822 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | Medical Center East |
| Vanderbilt University School of Medicine | ||||||||
| Vanderbilt Orthopaedic Institute | Nashville | TN | 37232 | 620476822 | 501(c)3 | 207288 | The Balance of Coagulation is Essential for Postnatal Skeletal Development | Medical Center East |
| Virginia Commonwealth University Medical College | ||||||||
| 1200 East Broad Street | Richmond | VA | 23298 | 541581185 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Wake Forest University Health Sciences | ||||||||
| Medical Center Boulevard Box 1070 | WinstonSalem | NC | 27157 | 223849199 | 501(c)3 | 25000 | Gait Kinematics, Balance, and Functional Outcomes Following Total Knee Arthroplasty: A Prospective, Randomized Study of Cruciate Retaining versus Posterior Stabilized Implants | |
| Wake Forest University Health Sciences | ||||||||
| Medical Center Boulevard Box 1070 | WinstonSalem | NC | 27157 | 223849199 | 501(c)3 | 26923 | 2012 GME Fellowship Grant in Trauma | |
| Wake Forest University Health Sciences | ||||||||
| Medical Center Boulevard Box 1070 | WinstonSalem | NC | 27157 | 223849199 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Wake Forest University Health Sciences | ||||||||
| Medical Center Boulevard Box 1070 | WinstonSalem | NC | 27157 | 223849199 | 501(c)3 | 50000 | 2012-13 Research Residency Grant | |
| Washington University School of Medicine | ||||||||
| Campus Box 8233 660 S Euclid | St Louis | MO | 63110 | 430653611 | 501(c)3 | 20000 | The Role of Hedgehog Signaling in Determining the Osteogenic Response to Mechanical Loading of Bone | |
| Washington University School of Medicine | ||||||||
| Campus Box 8233 660 S Euclid | St Louis | MO | 63110 | 430653611 | 501(c)3 | 25000 | 2012 GME Fellowship Grant in Shoulder and Elbow | |
| Washington University School of Medicine | ||||||||
| Campus Box 8233 660 S Euclid | St Louis | MO | 63110 | 430653611 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Washington University School of Medicine | ||||||||
| Campus Box 8233 660 S Euclid | St Louis | MO | 63110 | 430653611 | 501(c)3 | 46240 | 2012 GME Fellowship Grant in Adult Reconstruction | |
| Western Michigan University School of Medicine | ||||||||
| 1000 Oakland Drive D54G | Kalamazoo | MI | 49008 | 454135256 | 501(c)3 | 5000 | 2012 Residency Enhancement Grant | |
| Yale University School of Medicine Dept of Orthopaedics & Rehabilitation | ||||||||
| PO Box 208071 | New Haven | CT | 06520 | 060646973 | 501(c)3 | 34324 | 2012 GME Fellowship Grant in Spine | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 85 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: 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 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. There is no need for a report. Documentation is in the file for lectureships and educational programs, and awards would need no follow-up. Two- or three year research grants are paid and spread over the term of the grant. Multi-year grant awardees submit annual scientific progress reports. These reports are reviewed by the original peer review committee members and any issues are flagged for discussion with the researcher. The surgeon-Chair of the Research Grants Committee reads and evaluates all reports. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sharon Mellor | ||||||||||||||
| CEO | 185872 | 0 | 0 | 0 | 193 | 0 | 0 | 0 | 16728 | 0 | 202793 | 0 | 0 | 0 |
| Donna Rebeck | ||||||||||||||
| CFO/COO | 141779 | 0 | 0 | 0 | 361 | 0 | 27373 | 0 | 23195 | 0 | 192708 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | Trustees have the opportunity to review From 990 electronically. | |
| 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 Form 990 is available upon request. | |
| Form 990, Part XI, line 9: | Change in Cash Surrender Value of Life Insurance Policies -11,664. Change in Value of Charitable Remainder Trusts 105,485. | Changes in Net Assets or Fund Balances: |
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