ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION

Cite this

Plain text ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/orthopaedic-research-and-education-foundation-366009467. Retrieved 2026-11-02.

APA furp.org. (n.d.). ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION [Nonprofit organization profile; tax years 2011–2024]. Retrieved November 2, 2026, from https://furp.org/org/orthopaedic-research-and-education-foundation-366009467

MLA “ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION.” furp.org, tax years 2011–2024, https://furp.org/org/orthopaedic-research-and-education-foundation-366009467. Accessed 2 Nov. 2026.

Retrieved 2026-11-02; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $4.7M · expenses $6.2M · assets $20.0M

Also known as
OREF
EIN
36-6009467
Address
9400 W HIGGINS RD STE 320, ROSEMONT, IL 60018-4975
Website
www.oref.org
NTEE code
H500
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
August 1957 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity, 509(a)(2)
Cross-check
ProPublica Nonprofit Explorer

Mission

The Orthopaedic Research and Education Foundation (OREF) mission is improving lives by supporting excellence in orthopaedic research. OREF's vision is that it will be the leader in supporting orthopaedic research to improve function, eliminate pain and restore mobility.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

20 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Lee Grossman CEO2018-2024 $369,096$1,858,864 1
Karen Pubentz Sr. Director of Communicat2015-2024 $175,119$1,460,576 1
Deborah Cummins VP of Research and Grants2020-2024 $197,637$857,390 3
Dan Krupp Corporate Relations/Innova2021-2024 $197,690$675,544 1
John Johnson Campaigns Director2020-2024 $147,591$605,592 1
Rhonda Dirr Executive Director2023-2024 $139,461$266,552 1
Carmen Metoyer VP of Development2024 $118,965$118,965 1
Edward Hoover (former) Senior VP of Development2014-2023 $177,974$1,624,611 1
Sharon Mellor Phd Cae (former) FORMER CHIEF EXEC2011-2016 $277,473$1,278,902 1
Donna Rebeck CPA CAE (former) Past CFO/COO2011-2015 $191,392$948,489 1
Carol Wargo (former) Vice President of Corporat2015-2019 $170,121$749,719 1
P Joanne Ray (former) CEO thru 8/20182017-2018 $311,216$463,231 1
Ed Hoover (former) VP for Development2011-2013 $129,115$390,822 1
Ponda Barnes (former) Vice President of Grants2016-2018 $141,080$388,726 1
Jean McGuire (former) VP of Grants2011-2012 $142,363$285,075 1
Robert Payne - VP of Corporate (former) Development&Strategic Philanthropy2013-2014 $114,586$241,626 1
Judy Sherr (former) VP of Corporate Relations2011 $158,439$158,439 2
Gene Wurth (former) CEO (1/1/11-6/30/11)2011 $150,169$150,169 1
Sharon Johnson (former) VP of Communicatins2011 $135,132$135,132 1
Joanne P Ray (former) Former CEO (ended 8/30/18)2019 $109,468$109,468 1

Officers and directors, no compensation reported

67 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Joshua J Jacobs MD President2016-2024 5 $0 reported 5
Thomas Sculco Past President2015-2024 5 $0 reported 3
Richard F Kyle MD Past President2013-2024 5 $0 reported 1
Andrew N Pollak MD President Elect2017-2024 5 $0 reported 4
Francis Y Lee MD PhD Chair RGC2019-2024 5 $0 reported 1
Jeffrey S Abrams MD Chair, Innovations & Partn2017-2024 5 $0 reported 1
Richard F Santore MD Chair-Individual Developme2011-2024 5 $0 reported 1
Daniel J Berry MD Trustee2018-2024 5 $0 reported 5
David C Templeman MD Trustee2020-2024 5 $0 reported 4
James R Ficke Md 2nd President Elect2017-2024 5 $0 reported 5
Jeremie M Axe MD Trustee2017-2024 5 $0 reported 1
John D Kelly IV MD Trustee2021-2024 5 $0 reported 2
Karen L Hackett Secretary / Treasurer2017-2024 5 $0 reported 4
Michael P Bolognesi Md Trustee2019-2024 5 $0 reported 11
Nicholas M Bernthal MD Trustee2017-2024 5 $0 reported 1
Stuart Weinstein MD Trustee2019-2024 5 $0 reported 2
Ivan Tormos Trustee2024 5 $0 reported 1
Annunziato Amendola Md (former) Trustee2021-2023 5 $0 reported 7
Eric V Dremel (former) Trustee2017-2023 5 $0 reported 1
Evalina Burger-Van der Walt MD (former) Trustee2021-2023 5 $0 reported 1
Mary Lloyd Ireland MD (former) Trustee2017-2023 5 $0 reported 1
Michael M Chau MD PhD (former) Trustee2020-2023 5 $0 reported 1
B Sonny Bal MD JD MBA PhD (former) Trustee2015-2022 5 $0 reported 1
Christopher R Adams MD (former) Trustee2016-2020 5 $0 reported 1
Annuunziato Amendola MD (former) Trustee2018-2020 5 $0 reported 1
David G Lewallen Md (former) Past President (2019-2020)2011-2019 5 $0 reported 6
Michael L Parks Md (former) Past President (ends 3/21)2013-2019 5 $0 reported 5
Matthew B Dobbs MD (former) Vice Chair-Grants2014-2019 5 $0 reported 5
David C Dvorak JD (former) Trustee2015-2019 5 $0 reported 1
Letha Y Griffin MD PhD (former) Trustee2014-2019 5 $0 reported 1
Lawrence L Lenke MD (former) Trustee2017-2019 5 $0 reported 1
Timothy J Luchetti MD (former) Trustee2017-2019 5 $0 reported 1
William C Mcmaster Md (former) Trustee thru 3/192013-2018 5 $0 reported 3
James G Borovsky (former) Secretary-Treasurer2011-2018 5 $0 reported 1
Farshid Guilak MD (former) Trustee2013-2018 5 $0 reported 1
Paul C Collins Md (former) Trustee2016-2017 5 $0 reported 3
John J Callaghan Md (former) Past President (2017-2018)2012-2017 5 $0 reported 4
John A Bergfeld MD (former) Trustee2014-2017 5 $0 reported 1
Thomas P Sculo MD (former) Trustee2017 5 $0 reported 1
John R Tongue MD (former) Trustee2015-2017 5 $0 reported 4
James R Fricke MD (former) TRUSTEE2016 5 $0 reported 1
Jeffrey S Adams (former) TRUSTEE2016 5 $0 reported 1
John H Healey MD (former) TRUSTEE2012-2016 5 $0 reported 3
Lawrence G Lenke MD (former) TRUSTEE2015-2016 5 $0 reported 1
Kevin J Bozic Md (former) Trustee2011-2015 5 $0 reported 7
Ramon L Jimenez Md (former) Past President2011-2015 5 $0 reported 3
E Anthony Rankin MD (former) Trustee2011-2015 5 $0 reported 7
Shepard Hurwitz Md (former) Trustee2011-2015 5 $0 reported 3
Richard J Haynes Md (former) Trustee2011-2015 5 $0 reported 2
Thomas P Schmalzried MD (former) Chair, Corporate Relations2011-2015 5 $0 reported 2
James H Beaty MD (former) Trustee2011-2015 5 $0 reported 1
Jeffrey R Binder (former) Trustee2013-2015 5 $0 reported 1
James D Heckman MD (former) Trustee Emeritus2011-2015 5 $0 reported 1
Richard R Tarr (former) Trustee2011-2015 5 $0 reported 1
Adolph V Lombardi Jr Md (former) Trustee2012-2014 0 $0 reported 4
Frank B Kelly Jr MD (former) Vice Chair, Educational Grants2011-2014 7 $0 reported 1
S Terrance Canale MD (former) Trustee2011-2014 0 $0 reported 1
R Tracy Ballock MD (former) Trustee2011-2014 0 $0 reported 1
Daryll Dykes MD PhD JD (former) Trustee2011-2012 5 $0 reported 3
Kurt P Spindler Md (former) Trustee, Through 2/15/122011-2012 5 $0 reported 2
Judith Baumhauer Md (former) Trustee2011-2012 5 $0 reported 6
Jo A Hannafin MD PhD (former) Trustee, Through 2/15/122011-2012 5 $0 reported 2
William P Cooney III MD (former) Past Board Chair2012 5 $0 reported 1
H Michael Immel (former) Treasurer, Through 2/15/122011-2012 5 $0 reported 1
James R Andrews MD (former) Trustee2011-2012 5 $0 reported 2
Richard D Nikolaev (former) Trustee2011-2012 5 $0 reported 1
William P Cooney III M D (former) Past Board Chair2011 5 $0 reported 1

People by year

2024 · 24 people listed · 7 paid, $1.3M · 15 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lee Grossman CEO40 $308,549$0$60,547 $369,0961
Dan Krupp Corporate Relations/Innova40 $153,497$0$44,193 $197,6901
Deborah Cummins VP of Research and Grants40 $150,845$0$46,792 $197,6373
Karen Pubentz Sr. Director of Communicat40 $148,566$0$26,553 $175,1191
John Johnson Campaigns Director1 $134,357$0$13,234 $147,5911
Rhonda Dirr Executive Director40 $116,041$0$23,420 $139,4611
Carmen Metoyer VP of Development40 $105,098$0$13,867 $118,9651
Joshua J Jacobs MD President5 $0$0$0 $05
Thomas P Sculco MD Past President5 $0$0$0 $03
Richard F Kyle MD Past President5 $0$0$0 $01
Andrew N Pollak MD President Elect5 $0$0$0 $04
James R Ficke MD 2nd President Elect5 $0$0$0 $05
Karen L Hackett Secretary / Treasurer5 $0$0$0 $04
Francis Y Lee MD PhD Chair RGC5 $0$0$0 $01
Jeffrey S Abrams MD Chair, Innovations & Partn5 $0$0$0 $01
Richard F Santore MD Chair-Individual Developme5 $0$0$0 $01
Jeremie M Axe MD Trustee5 $0$0$0 $01
Nicholas M Bernthal MD Trustee5 $0$0$0 $01
Daniel J Berry MD Trustee5 $0$0$0 $05
Michael P Bolognesi MD Trustee5 $0$0$0 $011
John D Kelly IV MD Trustee5 $0$0$0 $02
David C Templeman MD Trustee5 $0$0$0 $04
Ivan Tormos Trustee5 $0$0$0 $01
Stuart Weinstein MD Trustee5 $0$0$0 $02
2023 · 28 people listed · 7 paid, $1.2M · 14 employees · 101 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lee Grossman CEO40 $269,749$0$59,039 $328,7881
Edward Hoover Senior VP of Development40 $121,133$0$56,841 $177,9741
Deborah Cummins VP of Research and Grants40 $127,342$0$37,335 $164,6773
Dan Krupp Corporate Relations/Innova40 $146,351$0$13,450 $159,8011
Karen Pubentz Sr. Director of Communicat40 $131,867$0$25,415 $157,2821
Rhonda Dirr Executive Director40 $104,098$0$22,993 $127,0911
John Johnson Campaigns Director1 $105,943$0$12,206 $118,1491
Joshua J Jacobs MD President5 $0$0$0 $05
Thomas P Sculco MD Past President5 $0$0$0 $03
Richard F Kyle MD Past President5 $0$0$0 $01
Andrew N Pollak MD Secretary/Treasurer5 $0$0$0 $04
Francis Y Lee MD PhD Chair RGC5 $0$0$0 $01
Jeffrey S Abrams MD Chair, Innovations & Partn5 $0$0$0 $01
Richard F Santore MD Chair-Individual Developme5 $0$0$0 $01
Annunziato Amendola MD Trustee5 $0$0$0 $07
Daniel J Berry MD Trustee5 $0$0$0 $05
David C Templeman MD Trustee5 $0$0$0 $04
Eric V Dremel Trustee5 $0$0$0 $01
Evalina Burger-Van der Walt MD Trustee5 $0$0$0 $01
James R Ficke MD Trustee5 $0$0$0 $05
Jeremie M Axe MD Trustee5 $0$0$0 $01
John D Kelly IV MD Trustee5 $0$0$0 $02
Karen L Hackett Trustee5 $0$0$0 $04
Mary Lloyd Ireland MD Trustee5 $0$0$0 $01
Michael M Chau MD PhD Trustee5 $0$0$0 $01
Michael P Bolognesi MD Trustee5 $0$0$0 $011
Nicholas M Bernthal MD Trustee5 $0$0$0 $01
Stuart Weinstein MD Trustee5 $0$0$0 $02
2022 · 28 people listed · 6 paid, $1.2M · 14 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lee Grossman CEO40 $324,493$0$64,060 $388,5531
Edward Hoover Senior VP of Development40 $145,009$0$54,716 $199,7251
Deborah Cummins VP of Research and Grants40 $136,086$0$42,183 $178,2693
Karen Pubentz Sr. Director of Communicat40 $138,009$0$23,897 $161,9061
Dan Krupp Corporate Relations/Innova40 $147,484$0$13,111 $160,5951
John Johnson Campaigns Director40 $108,644$0$11,722 $120,3661
Thomas P Sculco MD President5 $0$0$0 $03
Joshua J Jacobs MD President Elect5 $0$0$0 $05
Richard F Kyle MD Past President5 $0$0$0 $01
Andrew N Pollak MD Secretary/Treasurer5 $0$0$0 $04
Francis Y Lee MD PhD Chair RGC5 $0$0$0 $01
Jeffrey S Abrams MD Chair, Innovations & Partnership5 $0$0$0 $01
Richard F Santore MD Chair-Individual Developme5 $0$0$0 $01
Annunziato Amendola MD Trustee5 $0$0$0 $07
Daniel J Berry MD Trustee5 $0$0$0 $05
David C Templeman MD Trustee5 $0$0$0 $04
Eric V Dremel Trustee5 $0$0$0 $01
B Sonny Bal MD JD MBA PhD Trustee5 $0$0$0 $01
Evalina Burger-Van der Walt MD Trustee5 $0$0$0 $01
James R Ficke MD Trustee5 $0$0$0 $05
Jeremie M Axe MD Trustee5 $0$0$0 $01
John D Kelly IV MD Trustee5 $0$0$0 $02
Karen L Hackett Trustee5 $0$0$0 $04
Mary Lloyd Ireland MD Trustee5 $0$0$0 $01
Michael M Chau MD PhD Trustee5 $0$0$0 $01
Michael P Bolognesi MD Trustee5 $0$0$0 $011
Nicholas M Bernthal MD Trustee5 $0$0$0 $01
Stuart Weinstein MD Trustee5 $0$0$0 $02
2021 · 28 people listed · 6 paid, $1.1M · 12 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lee Grossman CEO40 $283,853$0$47,041 $330,8941
Edward Hoover Senior VP of Development40 $151,318$0$37,959 $189,2771
Deborah Cummins VP of Research and Grants40 $129,219$0$39,276 $168,4953
Dan Krupp Corporate Relations/Innovation & Partnership Dev40 $143,818$0$13,640 $157,4581
Karen Pubentz Sr. Director of Communicat40 $129,108$0$27,282 $156,3901
John Johnson Campaigns Director40 $103,088$0$10,532 $113,6201
Richard F Kyle MD President5 $0$0$0 $01
Joshua J Jacobs MD Treasurer5 $0$0$0 $05
Jeffrey S Abrams MD Chair, Corporate Advisory5 $0$0$0 $01
Francis Y Lee MD PhD Chair Grants5 $0$0$0 $01
Richard F Santore MD Chair-Individual Developme5 $0$0$0 $01
Mary Lloyd Ireland MD Trustee5 $0$0$0 $01
Michael M Chau MD PhD Trustee5 $0$0$0 $01
Thomas P Sculco MD President-elect5 $0$0$0 $03
John D Kelly IV MD Trustee5 $0$0$0 $02
Jeremie M Axe MD Trustee5 $0$0$0 $01
B Sonny Bal MD JD MBA PhD Trustee5 $0$0$0 $01
Nicholas M Bernthal MD Trustee5 $0$0$0 $01
Eric V Dremel Trustee5 $0$0$0 $01
Michael P Bolognesi MD Trustee5 $0$0$0 $011
Karen L Hackett Trustee5 $0$0$0 $04
James R Ficke MD Trustee5 $0$0$0 $05
David C Templeman MD Trustee5 $0$0$0 $04
Stuart Weinstein MD Trustee5 $0$0$0 $02
Andrew N Pollak MD Trustee5 $0$0$0 $04
Annunziato Amendola MD Trustee5 $0$0$0 $07
Daniel J Berry MD Trustee5 $0$0$0 $05
Evalina Burger-Van der Walt MD Trustee5 $0$0$0 $01
2020 · 26 people listed · 5 paid, $863K · 12 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Lee Grossman CEO40 $251,372$0$38,011 $289,3831
Edward Hoover Senior VP of Development40 $161,273$0$10,829 $172,1021
Deborah Cummins VP of Research and Grants40 $120,458$0$27,854 $148,3123
Karen Pubentz Sr. Director of Communicat40 $127,470$0$19,809 $147,2791
John Johnson Campaigns Director40 $101,604$0$4,262 $105,8661
Richard F Kyle MD President5 $0$0$0 $01
Joshua J Jacobs MD Treasurer5 $0$0$0 $05
Jeffrey S Abrams MD Chair, Corporate Advisory5 $0$0$0 $01
Francis Y Lee MD PhD Chair Grants5 $0$0$0 $01
Richard F Santore MD Chair-Individual Developme5 $0$0$0 $01
Mary Lloyd Ireland MD Trustee5 $0$0$0 $01
Michael M Chau MD PhD Trustee5 $0$0$0 $01
Thomas P Sculco MD President-elect5 $0$0$0 $03
Christopher R Adams MD Trustee5 $0$0$0 $01
Jeremie M Axe MD Trustee5 $0$0$0 $01
B Sonny Bal MD JD MBA PhD Trustee5 $0$0$0 $01
Nicholas M Bernthal MD Trustee5 $0$0$0 $01
Eric V Dremel Trustee5 $0$0$0 $01
Michael P Bolognesi MD Trustee5 $0$0$0 $011
Karen L Hackett Trustee5 $0$0$0 $04
James R Ficke MD Trustee5 $0$0$0 $05
David C Templeman MD Trustee5 $0$0$0 $04
Stuart Weinstein MD Trustee5 $0$0$0 $02
Andrew N Pollak MD Trustee5 $0$0$0 $04
Annuunziato Amendola MD Trustee5 $0$0$0 $01
Daniel J Berry MD Trustee5 $0$0$0 $05
2019 · 30 people listed · 5 paid, $739K · 14 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Carol Wargo Vice President of Corporat40 $156,161$0$13,960 $170,1211
Edward Hoover Senior VP of Development40 $145,088$0$14,859 $159,9471
Lee Grossman CEO40 $133,088$0$19,062 $152,1501
Karen Pubentz Sr. Director of Communicat40 $125,147$0$22,409 $147,5561
Joanne P Ray Former CEO (ended 8/30/18)40 $98,356$0$11,112 $109,4681
Richard F Kyle MD President5 $0$0$0 $01
Joshua J Jacobs MD Treasurer5 $0$0$0 $05
Jeffrey S Abrams MD Chair, Corporate Advisory5 $0$0$0 $01
David C Dvorak JD Trustee5 $0$0$0 $01
Matthew B Dobbs MD Vice Chair-Grants5 $0$0$0 $05
Francis Y Lee MD PhD Chair Grants5 $0$0$0 $01
Michael L Parks MD Past President (ends 3/21)5 $0$0$0 $05
Richard F Santore MD Chair-Individual Developme5 $0$0$0 $01
Mary Lloyd Ireland MD Trustee5 $0$0$0 $01
Letha Y Griffin MD PhD Trustee5 $0$0$0 $01
Thomas P Sculco MD President-elect5 $0$0$0 $03
David G Lewallen MD Past President (2019-2020)5 $0$0$0 $06
Christopher R Adams MD Trustee5 $0$0$0 $01
Jeremie M Axe MD Trustee5 $0$0$0 $01
B Sonny Bal MD JD MBA PhD Trustee5 $0$0$0 $01
Nicholas M Bernthal MD Trustee5 $0$0$0 $01
Eric V Dremel Trustee5 $0$0$0 $01
Michael P Bolognesi MD Trustee5 $0$0$0 $011
Karen L Hackett Trustee5 $0$0$0 $04
Lawrence L Lenke MD Trustee5 $0$0$0 $01
Timothy J Luchetti MD Trustee5 $0$0$0 $01
Stuart Weinstein MD Trustee5 $0$0$0 $02
Andrew N Pollak MD Trustee5 $0$0$0 $04
Annuunziato Amendola MD Trustee5 $0$0$0 $01
Daniel J Berry MD Trustee5 $0$0$0 $05
2018 · 32 people listed · 5 paid, $900K · 13 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
P Joanne Ray CEO thru 8/201850 $283,963$0$27,253 $311,2161
Carol Wargo Vice President of Corporat40 $143,501$0$11,343 $154,8441
Edward Hoover Senior VP of Development40 $141,544$0$13,159 $154,7031
Ponda Barnes Vice President of Grants40 $130,820$0$10,260 $141,0801
Karen Pubentz Sr. Director of Communicat40 $118,303$0$20,062 $138,3651
Michael L Parks MD President5 $0$0$0 $05
James G Borovsky Secretary-Treasurer5 $0$0$0 $01
Jeffrey S Abrams MD Chair, Corporate Advisory5 $0$0$0 $01
David C Dvorak JD Trustee5 $0$0$0 $01
Matthew B Dobbs MD Vice Chair-Grants5 $0$0$0 $05
Joshua J Jacobs Chair-Mentorship Champ/Tre5 $0$0$0 $05
Farshid Guilak MD Trustee5 $0$0$0 $01
Richard F Santore MD Chair-Individual Developme5 $0$0$0 $01
Mary Lloyd Ireland MD Trustee5 $0$0$0 $01
Letha Y Griffin MD PhD Trustee5 $0$0$0 $01
Richard F Kyle MD President-elect5 $0$0$0 $01
David G Lewallen MD Past President (2018-2019)5 $0$0$0 $06
Christopher R Adams MD Trustee5 $0$0$0 $01
Jeremie M Axe MD Trustee5 $0$0$0 $01
B Sonny Bal MD JD MBA PhD Trustee5 $0$0$0 $01
Nicholas M Bernthal MD Trustee5 $0$0$0 $01
Eric V Dremel Trustee5 $0$0$0 $01
James R Ficke MD Trustee thru 3/195 $0$0$0 $05
Karen L Hackett Trustee5 $0$0$0 $04
Lawrence L Lenke MD Trustee5 $0$0$0 $01
Timothy J Luchetti MD Trustee5 $0$0$0 $01
William C McMaster MD Trustee thru 3/195 $0$0$0 $03
Andrew N Pollak MD Trustee5 $0$0$0 $04
Thomas P Sculco MD Trustee5 $0$0$0 $03
Annuunziato Amendola MD Trustee5 $0$0$0 $01
Daniel J Berry MD Trustee5 $0$0$0 $05
Lee Grossman CEO since 6/201940 $0$0$0 $01
2017 · 33 people listed · 5 paid, $717K · 16 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Carol Wargo Vice President of Corporate40 $143,502$0$14,514 $158,0161
P Joanne Ray Chief Executive Officer thru 8/201850 $140,978$0$11,037 $152,0151
Edward Hoover Senior Vice President of Development40 $133,009$0$14,515 $147,5241
Karen Pubentz Sr. Director of Communications40 $113,335$0$21,151 $134,4861
Ponda Barnes Vice President of Grants40 $113,683$0$11,325 $125,0081
Michael L Parks MD President5 $0$0$0 $05
James G Borovsky Secretary-Treasurer5 $0$0$0 $01
Jeffrey S Abrams MD Chair, Corporate Advisory Committee5 $0$0$0 $01
David C Dvorak JD Vice Chair, Corp Advisory Committee5 $0$0$0 $01
Matthew B Dobbs MD Vice Chair-Grants5 $0$0$0 $05
Joshua J Jacobs Chair-Mentorship Champ/Treas-elect5 $0$0$0 $05
Farshid Guilak MD Chair-Grants5 $0$0$0 $01
Richard F Santore MD Chair-Individual Development5 $0$0$0 $01
Mary Lloyd Ireland MD Chair-Annual Fund5 $0$0$0 $01
Letha Y Griffin MD PhD Chair-Communications Committee5 $0$0$0 $01
Richard F Kyle MD President-elect5 $0$0$0 $01
David G Lewallen MD Past President (2018-2019)5 $0$0$0 $06
John J Callaghan MD Past President (2017-2018)5 $0$0$0 $04
Christopher R Adams MD Trustee5 $0$0$0 $01
Jeremie M Axe MD Trustee5 $0$0$0 $01
B Sonny Bal MD JD MBA PhD Trustee5 $0$0$0 $01
John A Bergfeld MD Trustee5 $0$0$0 $01
Nicholas M Bernthal MD Trustee5 $0$0$0 $01
Paul C Collins MD Trustee5 $0$0$0 $03
Eric V Dremel Trustee5 $0$0$0 $01
James R Ficke MD Trustee5 $0$0$0 $05
Karen L Hackett Trustee5 $0$0$0 $04
Lawrence L Lenke MD Trustee5 $0$0$0 $01
Timothy J Luchetti MD Trustee5 $0$0$0 $01
William C McMaster MD Trustee5 $0$0$0 $03
Andrew N Pollak MD Trustee5 $0$0$0 $04
Thomas P Sculo MD Trustee5 $0$0$0 $01
John R Tongue MD Trustee5 $0$0$0 $04
2016 · 27 people listed · 5 paid, $832K · 15 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHARON MELLOR PHD CAE FORMER CHIEF EXEC40 $241,153$0$36,320 $277,4731
CAROL WARGO VP STRATEGIC PTRS40 $141,934$0$16,709 $158,6431
EDWARD HOOVER VP DEVELOPMENT40 $128,767$0$12,929 $141,6961
KAREN PUBENTZ DIRECTOR OF COMM40 $113,946$0$17,700 $131,6461
PONDA BARNES DIRECTOR OF GRANTS40 $112,571$0$10,067 $122,6381
B Sonny Bal MD JD MBA TRUSTEE5 $0$0$0 $01
Christopher Adams MD TRUSTEE5 $0$0$0 $01
David C Dvorak JD TRUSTEE5 $0$0$0 $01
James R Fricke MD TRUSTEE5 $0$0$0 $01
Jeffrey S Adams TRUSTEE5 $0$0$0 $01
John A Bergfeld MD TRUSTEE5 $0$0$0 $01
John H Healey MD TRUSTEE5 $0$0$0 $03
John R Tongue MD TRUSTEE5 $0$0$0 $04
Joshua J Jacobs MD TRUSTEE5 $0$0$0 $05
Lawrence G Lenke MD TRUSTEE5 $0$0$0 $01
Letha Y Griffin MD PhD TRUSTEE5 $0$0$0 $01
Matthew B Dobbs MD TRUSTEE5 $0$0$0 $05
Michael L Parks MD President-Elect5 $0$0$0 $05
Paul C Collins MD TRUSTEE5 $0$0$0 $03
Thomas P Sculco MD TRUSTEE5 $0$0$0 $03
William C McMaster MD TRUSTEE5 $0$0$0 $03
David G Lewallen MD President5 $0$0$0 $06
Farshid Guilak PhD Chair-Research Grants5 $0$0$0 $01
James G Borovsky Secretary-Treasurer5 $0$0$0 $01
John J Callaghan MD Past-President5 $0$0$0 $04
Richard F Kyle MD Chair, Corporate Relations5 $0$0$0 $01
Richard F Santore MD Chair, Individual Development5 $0$0$0 $01
2015 · 32 people listed · 5 paid, $826K · 16 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sharon K Mellor PhD CAE Chief Executive Officer50 $213,271$0$59,841 $273,1121
Donna Rebeck CPA CAE Past CFO/COO50 $168,856$0$22,536 $191,3921
Edward Hoover Vice President of Development40 $118,222$0$24,549 $142,7711
Karen Pubentz Sr. Director of Communications40 $102,531$0$8,016 $110,5471
Carol Wargo VP of Strategic Partnerships40 $105,937$0$2,158 $108,0951
John J Callaghan MD President10 $0$0$0 $04
David G Lewallen MD President-Elect5 $0$0$0 $06
Ramon L Jimenez MD Past President5 $0$0$0 $03
James G Borovsky Secretary and Treasurer5 $0$0$0 $01
Thomas P Schmalzried MD Chair, Corporate Relations5 $0$0$0 $02
Farshid Guilak PhD Chair, Research Grants5 $0$0$0 $01
Richard F Santore MD Chair, Individual Development5 $0$0$0 $01
B Sonny Bal MD JD MBA Trustee5 $0$0$0 $01
James H Beaty MD Trustee5 $0$0$0 $01
John A Bergfeld Trustee5 $0$0$0 $01
Jeffrey R Binder Trustee5 $0$0$0 $01
Kevin J Bozic MD Trustee5 $0$0$0 $07
Matthew B Dobbs MD Trustee5 $0$0$0 $05
David C Dvorak JD Trustee5 $0$0$0 $01
Letha Y Griffin MD PhD Trustee5 $0$0$0 $01
Richard J Haynes MD Trustee5 $0$0$0 $02
John H Healey MD Trustee5 $0$0$0 $03
James D Heckman MD Trustee Emeritus5 $0$0$0 $01
Shepard R Hurwitz MD Trustee5 $0$0$0 $03
Richard F Kyle MD Trustee5 $0$0$0 $01
Lawrence G Lenke MD Trustee5 $0$0$0 $01
William C McMaster MD Trustee5 $0$0$0 $03
Michael L Parks MD Trustee5 $0$0$0 $05
E Anthony Rankin MD Trustee5 $0$0$0 $07
Thomas P Sculco MD Trustee5 $0$0$0 $03
Richard R Tarr Trustee5 $0$0$0 $01
John R Tongue MD Trustee5 $0$0$0 $04
2014 · 30 people listed · 4 paid, $711K · 19 employees · 70 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sharon K Mellor PhD CAE Chief Executive Officer50 $201,205$0$56,028 $257,2331
Donna Rebeck CPA CAE CFO/COO50 $150,344$0$49,842 $200,1861
Edward Hoover Vice President for Development40 $115,098$0$23,794 $138,8921
Robert Payne - VP of Corporate Development&Strategic Philanthropy40 $107,058$0$7,528 $114,5861
John J Callaghan MD President10 $0$0$0 $04
David G Lewallen MD President-Elect7 $0$0$0 $06
Ramon L Jimenez MD Past President7 $0$0$0 $03
Richard J Haynes MD Secretary & Vice Chair, Development7 $0$0$0 $02
James G Borovsky Treasurer7 $0$0$0 $01
James D Heckman MD Vice Chair, Research Grants7 $0$0$0 $01
Frank B Kelly Jr MD Vice Chair, Educational Grants7 $0$0$0 $01
Thomas P Schmalzried MD Vice Chair, Corporate Relations7 $0$0$0 $02
S Terrance Canale MD Trustee0 $0$0$0 $01
R Tracy Ballock MD Trustee0 $0$0$0 $01
James H Beaty MD Trustee5 $0$0$0 $01
John A Bergfeld Trustee5 $0$0$0 $01
Jeffrey R Binder Trustee5 $0$0$0 $01
Kevin J Bozic MD Trustee5 $0$0$0 $07
Matthew B Dobbs MD Trustee5 $0$0$0 $05
Letha Griffin MD Trustee5 $0$0$0 $01
Farshid Guilak PhD Trustee5 $0$0$0 $01
John H Healey MD Trustee5 $0$0$0 $03
Shepard R Hurwitz MD Trustee5 $0$0$0 $03
Richard F Kyle MD Trustee5 $0$0$0 $01
Adolph V Lombardi Jr MD FACS Trustee0 $0$0$0 $04
William C McMaster MD Trustee5 $0$0$0 $03
Michael L Parks MD Trustee5 $0$0$0 $05
E Anthony Rankin MD Trustee5 $0$0$0 $07
Richard Santore MD Trustee5 $0$0$0 $01
Richard R Tarr Trustee5 $0$0$0 $01
2013 · 27 people listed · 4 paid, $703K · 19 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sharon Mellor CEO50 $201,119$0$51,755 $252,8741
Donna Rebeck CFO/COO50 $147,324$0$46,179 $193,5031
Ed Hoover VP for Development40 $108,032$0$21,083 $129,1151
Robert Payne VP of Corporate Development & Strategic Philanthropy40 $121,122$0$5,918 $127,0401
Ramon L Jimenez MD President10 $0$0$0 $03
Richard J Haynes MD Secretary & Vice Chair, Development7 $0$0$0 $02
James G Borovsky Treasurer7 $0$0$0 $01
James D Heckman MD Vice Chair, Research Grants7 $0$0$0 $01
Frank B Kelly Jr MD Vice Chair, Educational Grants7 $0$0$0 $01
Thomas P Schmalzried MD Vice Chair, Corporate Relations7 $0$0$0 $02
John J Callaghan MD Chair-Elect7 $0$0$0 $04
S Terrance Canale MD Past Board Chair7 $0$0$0 $01
R Tracy Ballock MD Trustee5 $0$0$0 $01
James H Beaty MD Trustee5 $0$0$0 $01
Jeffrey R Binder Trustee5 $0$0$0 $01
Kevin J Bozic MD Trustee5 $0$0$0 $07
Farshid Guilak PhD Trustee5 $0$0$0 $01
John H Healey MD Trustee5 $0$0$0 $03
Shepard R Hurwitz MD Trustee5 $0$0$0 $03
Richard F Kyle MD Trustee5 $0$0$0 $01
David G Lewallen MD Trustee5 $0$0$0 $06
Adolph V Lombardi Jr MD Trustee5 $0$0$0 $04
William C McMaster MD Trustee5 $0$0$0 $03
Michael L Parks MD Trustee5 $0$0$0 $05
E Anthony Rankin MD Trustee5 $0$0$0 $07
Richard Santore MD Trustee5 $0$0$0 $01
Richard R Tarr Trustee5 $0$0$0 $01
2012 · 30 people listed · 4 paid, $666K · 21 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sharon Mellor CEO50 $186,065$0$16,728 $202,7931
Donna Rebeck CFO/COO50 $142,140$0$50,568 $192,7081
Jean McGuire VP of Grants40 $119,016$0$23,347 $142,3631
Ed Hoover VP for Development40 $106,607$0$21,034 $127,6411
Ramon L Jimenez MD Chairman of the Board/President5 $0$0$0 $03
Richard J Haynes MD Secretary & Vice Chair5 $0$0$0 $02
James G Borovsky Treasurer5 $0$0$0 $01
James D Heckman MD Vice Chair, Research Grants5 $0$0$0 $01
Frank B Kelly Jr MD Vice Chair, Educational Grants5 $0$0$0 $01
Thomas P Schmalzried MD Vice Chair, Corporate Relations5 $0$0$0 $02
John J Callaghan MD Chair-Elect, Effective 2/16/125 $0$0$0 $04
S Terrance Canale MD Past Board Chair5 $0$0$0 $01
William P Cooney III MD Past Board Chair5 $0$0$0 $01
H Michael Immel Treasurer, Through 2/15/125 $0$0$0 $01
James R Andrews MD Trustee5 $0$0$0 $02
R Tracy Ballock MD Trustee5 $0$0$0 $01
Judith F Baumhauer MD MPH Trustee5 $0$0$0 $06
James H Beaty MD Trustee5 $0$0$0 $01
Kevin J Bozic MD Trustee5 $0$0$0 $07
Daryll C Dykes MD PhD Trustee5 $0$0$0 $03
John H Healey MD Trustee, Effective 2/16/125 $0$0$0 $03
Shepard R Hurwitz MD Trustee5 $0$0$0 $03
David G Lewallen MD Trustee5 $0$0$0 $06
Adolph V Lombardi Jr MD FACS Trustee, Effective 2/16/125 $0$0$0 $04
Richard D Nikolaev Trustee5 $0$0$0 $01
E Anthony Rankin MD Trustee5 $0$0$0 $07
Richard Santore MD Trustee5 $0$0$0 $01
Richard R Tarr Trustee5 $0$0$0 $01
Jo A Hannafin MD PhD Trustee, Through 2/15/125 $0$0$0 $02
Kurt P Spindler MD Trustee, Through 2/15/125 $0$0$0 $02
2011 · 30 people listed · 7 paid, $907K · 20 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Donna Rebeck CFO/COO50 $146,815$0$23,885 $170,7001
Judy Sherr VP of Corporate Relations50 $111,232$0$47,207 $158,4392
Gene Wurth CEO (1/1/11-6/30/11)50 $118,149$0$32,020 $150,1691
Jean McGuire VP of Grants50 $119,682$0$23,030 $142,7121
Sharon Johnson VP of Communicatins50 $106,490$0$28,642 $135,1321
Ed Hoover VP for Development50 $101,054$0$33,012 $134,0661
Sharon Mellor CEO (12/1/11-current)50 $15,417$0$0 $15,4171
S Terrance Canale MD Chairman of the Board/President5 $0$0$0 $01
Ramon L Jimenez MD Chair-Elect5 $0$0$0 $03
Richard J Haynes MD Secretary & Vice Chair, Development5 $0$0$0 $02
H Michael Immel Treasurer5 $0$0$0 $01
James D Heckman MD Vice Chair, Research Grants5 $0$0$0 $01
Frank B Kelly Jr MD Vice Chair, Educational Grants5 $0$0$0 $01
Thomas P Schmalzried MD Vice Chair, Corporate Relations5 $0$0$0 $02
William P Cooney III M D Past Board Chair5 $0$0$0 $01
James R Andrews MD Trustee5 $0$0$0 $02
R Tracy Ballock MD Trustee5 $0$0$0 $01
Judith F Baumhauer MD MPH Trustee5 $0$0$0 $06
James H Beaty MD Trustee5 $0$0$0 $01
James G Borovsky Trustee5 $0$0$0 $01
Kevin J Bozic MD Trustee5 $0$0$0 $07
Daryll C Dykes MD PhD Trustee5 $0$0$0 $03
Jo A Hannafin MD PhD Trustee5 $0$0$0 $02
Shepard R Hurwitz MD Trustee5 $0$0$0 $03
David G Lewallen MD Trustee5 $0$0$0 $06
Richard D Nikolaev Trustee5 $0$0$0 $01
E Anthony Rankin MD Trustee5 $0$0$0 $07
Richard Santore MD Trustee5 $0$0$0 $01
Kurt P Spindler MD Trustee5 $0$0$0 $02
Richard R Tarr Trustee5 $0$0$0 $01

Highest-paid independent contractors

2023 · 1 contractor · $261K
NameLocationServicePaid
Blue Cross Blue Shield of ILDallas, TXHealth Insurance$260,561
2015 · 1 contractor · $111K
NameLocationServicePaid
Reede Creative Services LLCProctorsville, VTTemp. Staffing; Admin. Consulting$111,166
2011 · 1 contractor · $230K
NameLocationServicePaid
McGuire Woods LLPRichmond, VALegal Services$229,942

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 18 grants to organizations · $912K

Listed grants add up to $912,069; the return's “grants paid” expense line says $3,092,451. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 17 grants to organizations · $1.1M

Listed grants add up to $1,083,161; the return's “grants paid” expense line says $1,321,355. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 21 grants to organizations · $2.0M

Listed grants add up to $1,963,295; the return's “grants paid” expense line says $2,130,495. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 8 grants to organizations · $1.2M

Listed grants add up to $1,179,377; the return's “grants paid” expense line says $1,365,339. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 16 grants to organizations · $974K

Listed grants add up to $974,049; the return's “grants paid” expense line says $1,144,615. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 44 grants to organizations · $2.6M

Listed grants add up to $2,586,771; the return's “grants paid” expense line says $2,898,801. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 42 grants to organizations · $2.2M

Listed grants add up to $2,169,259; the return's “grants paid” expense line says $2,231,583. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 33 grants to organizations · $2.4M

Listed grants add up to $2,447,278; the return's “grants paid” expense line says $2,534,717. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 43 grants to organizations · $1.4M

Listed grants add up to $1,362,595; the return's “grants paid” expense line says $1,894,516. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 30 grants to organizations · $2.4M

Listed grants add up to $2,369,730; the return's “grants paid” expense line says $2,511,642. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 24 grants to organizations · $1.4M

Listed grants add up to $1,392,889; the return's “grants paid” expense line says $2,196,778. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 142 grants to organizations · $4.5M

Listed grants add up to $4,542,412; the return's “grants paid” expense line says $4,313,800. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 161 grants to organizations · $5.8M

Listed grants add up to $5,833,653; the return's “grants paid” expense line says $6,934,530. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2011 · 254 grants to organizations · $9.0M

Listed grants add up to $9,037,587; the return's “grants paid” expense line says $9,703,802. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$4,671,069$6,171,537 $20,002,839$16,728,703 $4,118,643$0 $508,55715100
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$4,255,766$5,238,185 $21,495,900$17,036,445 $3,251,613$0 $455,87914101
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$3,641,953$5,574,158 $22,252,031$17,330,930 $3,219,832$0 $361,644140
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$3,972,441$4,263,330 $22,322,488$18,446,798 $3,690,278$0 $375,57112100
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$3,855,378$3,507,955 $25,903,586$21,759,375 $2,959,720$0 $309,39412200
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$4,436,812$5,424,944 $23,173,135$18,662,413 $3,932,349$0 $281,39114200
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$3,672,082$4,946,601 $23,718,387$19,744,053 $3,198,011$0 $124,62813200
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$6,087,726$5,187,501 $25,537,755$21,503,079 $5,448,193$0 $246,92716200
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$5,105,233$5,165,708 $25,717,011$21,772,528 $4,715,824$0 $738,37115200
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$5,816,461$5,623,464 $30,480,383$25,950,135 $5,097,325$0 $458,34516200
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$5,572,135$5,133,199 $39,669,534$35,151,602 $4,520,407$0 $457,4181970
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$7,640,568$7,512,237 $40,971,473$34,508,693 $6,370,076$0 $785,83319100
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$7,595,590$10,219,190 $41,158,671$33,374,990 $5,154,975$0 $395,50021100
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$8,629,174$13,801,410 $43,586,972$35,676,486 $8,034,243$0 $336,28620100

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

66 grantors reported grants to this organization, $9,949,585 in all, tax years 2009 to 2025; the 25 largest shown (all 66). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
MUSCULOSKELETAL TRANSPLANT FOUNDATION INC Public charity Exact 2017-2024 15$1,014,370 2024$110,000
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2016-2024 9$850,880 2024$188,100
show
R I H ORTHOPAEDIC FOUNDATION INC Public charity Exact 2010-2022, 2024 14$581,500 2024$56,000
show
NATIONAL STEM CELL FOUNDATION INC Public charity Exact 2014, 2016 4$550,000 2016$300,000
show
AMERICAN BOARD OF ORTHOPAEDIC SURGERY INC Public charity Exact 2017, 2019-2021 4$512,315 2021$6,165
show
RUSSELL E WINDSOR THE RESEARCH FOUNDATION Public charity Exact 2023-2024 2$460,000 2024$10,000
show
AMERICAN ORTHOPAEDIC SOCIETY FOR SPORTS MEDICINE Public charity Exact 2022-2023, 2025 3$429,448 2025$79,900
show
UNIVERSITY OF WISCONSIN MEDICAL FOUNDATION INC Public charity Exact 2012-2014, 2016-2024 12$383,200 2024$35,000
show
UNIVERSITY OF VIRGINIA PHYSICIANS GROUP Public charity Exact 2010-2024 15$379,000 2024$29,000
show
AMERICAN ARTHRITIS SOCIETY INC Public charity Exact 2017-2021 5$360,000 2021$100,000
show
JOURNAL OF BONE AND JOINT SURGERY INC Public charity Exact 2010-2011, 2013-2014 4$325,000 2014$25,000
show
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2014-2024 11$319,050 2024$44,050
show
AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS Public charity Exact 2014-2015, 2020-2024 7$310,000 2024$50,000
show
THE@JOHN AND ROSEMARY BROWN FAMILY FOUNDATION Private foundation Fuzzy filed as “ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION” 2024 1$300,000 2024$300,000
show
CHILDRENS ORTHOPAEDIC SURGERY FOUNDATION INC Public charity Exact 2017-2024 8$251,500 2024$36,500
show
MARGUERITE DELANY HARK FOUNDATION Private foundation Fuzzy filed as “ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION” 2023 1$250,000 2023$250,000
show
MUSCULOSKELETAL TUMOR SOCIETY Public charity Exact 2016-2017 2$200,250 2017$100,250
show
ZIMMER BIOMET FOUNDATION INC Private foundation Fuzzy filed as “ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION” 2022 1$165,000 2022$165,000
show
HARVARD MEDICAL FACULTY PHYS AT BETH ISRAEL DEACONESS MED CTR INC Public charity Exact 2009-2010, 2013-2019, 2021 10$163,000 2021$17,000
show
ORTHOPEDIC TRAUMA ASSOCIATION INC Public charity Exact 2016-2017, 2022-2023 4$156,713 2023$37,500
show
FACULTY PRACTICE FOUNDATION INC Public charity Exact 2010-2019, 2022-2024 13$138,500 2024$14,500
show
ORTHOPAEDIC RESEARCH SOCIETY Public charity Exact 2015, 2017-2018 3$135,729 2018$25,000
show
UNIVERSITY OF MARYLAND ORTHOPAEDIC ASSOCIATES P A Public charity Exact 2021-2024 4$127,740 2024$35,000
show
UPMC Public charity Exact 2010, 2012-2016, 2018-2023 12$118,500 2023$10,000
show
THRIVENT CHARITABLE IMPACT & INVESTING DAF sponsor Exact 2023 1$100,000 2023$100,000
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MPN RESEARCH FOUNDATIONILH50 $3,585,445$3,761,976 CHIEF EXECUTIVE OFFICER$345,097 Same NTEE code H50, revenue within 2x, same state, similar name
ORTHOPAEDIC EDUCATION AND RESEARCHCAH50 $2,535,758$1,971,350 MEDICAL DIRECTOR$203,400 Same NTEE code H50, revenue within 2x, similar name
CMT RESEARCH FOUNDATION INCGAH50 $8,662,522$4,587,545 Chief Operations Officer$249,886 Same NTEE code H50, revenue within 2x, similar name
ORTHOCAROLINA RESEARCH INSTITUTE INCNCH50 $2,643,097$2,078,142 EXECUTIVE DIRECTOR$181,466 Same NTEE code H50, revenue within 2x
OSTEOGENESIS IMPERFECTA FOUNDATION INCMDH50 $2,607,851$2,627,305 CHIEF EXECUTIVE OFFICER$245,422 Same NTEE code H50, revenue within 2x
SETTING SCOLIOSIS STRAIGHT FOUNDATIONCAH50 $2,745,752$1,859,994 Secretary$210,087 Same NTEE code H50, revenue within 2x
AO NORTH AMERICA CHARITABLE FUNDPAH50 $4,045,459$3,161,469 EXECUTIVE DIRECTOR$337,633 Same NTEE code H50, revenue within 2x
MANN MEDICAL RESEARCH ORGANIZATIONCAH50 $7,305,685$386,120 DIRECTOR, PRESIDENT$91,555 Same NTEE code H50, revenue within 2x
CURE DUCHENNECAH50 $3,941,885$9,167,617 EXECUTIVE DIRECTOR$243,077 Same NTEE code H50, revenue within 2x
CHILD NEUROLOGY EDUCATION AND RESEARCH FOUNDATIONOHH50 $1,263,681$1,885,833 Executive Director$325,921 Same NTEE code H50, revenue within 5x, similar name
ORTHOPAEDIC FOUNDATION FOR ACTIVE LIFESTYLES INCCTH50 $1,595,536$822,776 EXECUTIVE DIRECTOR$216,596 Same NTEE code H50, revenue within 5x
THE HAWKINS FOUNDATIONSCH50 $1,112,291$938,176 DIRECTOR$0 Same NTEE code H50, revenue within 5x
PEDIATRIC SPINE FOUNDATIONUTH50 $1,866,494$1,736,562 EXECUTIVE DIRECTOR$183,681 Same NTEE code H50, revenue within 5x
CHRISTOPHER REEVE FOUNDATION A NEW JERSEY NONPROFIT CORPORATIONNJH50 $22,618,426$16,432,299 PRESIDENT AND CEO$346,983 Same NTEE code H50, revenue within 5x
CHILDRENS TUMOR FOUNDATIONNYH50 $19,738,640$19,009,492 PRESIDENT$468,352 Same NTEE code H50, revenue within 5x
ANTERIOR HIP FOUNDATION INCCOH50 $1,133,843$825,821 FOUNDER$0 Same NTEE code H50, revenue within 5x
FELLOWSHIP OF ORTHOPEADIC RESEARCHERS INCLAH50 $1,070,923$1,043,500 DIRECTOR$251,037 Same NTEE code H50, revenue within 5x
COLLABORATIVE TRAJECTORY ANALYSIS PROJECTMAH50 $1,887,913$1,069,737 EXECUTIVE DIRECTOR & CO-FOUNDER$285,000 Same NTEE code H50, revenue within 5x
JACOBS INSTITUTE INCNYH50 $13,903,778$12,142,887 CHIEF MEDICAL OFFICER & CEO$750,000 Same NTEE code H50, revenue within 5x
SPINE INSTITUTE OF LOUISIANA FOUNDATION INCLAH50 $1,243,749$1,587,309 CEO$0 Same NTEE code H50, revenue within 5x
TWIN CITIES ORTHOPEDICS FOUNDATIONMNH50 $881,422$1,004,363 CFO$0 Same NTEE code H50, revenue within 10x
FOUNDATION OF ORTHOPEDICS AND COMPLEX SPINE INCNYH50 $500,281$492,280 Board Member$0 Same NTEE code H50, revenue within 10x
SOUTHERN OREGON ORTHOPEDICS RESEARCH FOUNDATIONORH50 $639,335$243,212 PRESIDENT$0 Same NTEE code H50, revenue within 10x, similar name
SOFT BONES INC THE US HYPOPHOSPHATASIA FOUNDATIONNJH50 $526,669$512,217 EXECUTIVE DI$125,000 Same NTEE code H50, revenue within 10x
KENNEDYS DISEASE ASSOCIATIONGAH50 $745,674$1,099,089 PRESIDENT$0 Same NTEE code H50, revenue within 10x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$11,531,934165 362016–2024 CHILDRENS TUMOR FOUNDATION; KERLAN-JOBE ORTHOPAEDIC FOUNDATION; CHRISTOPHER REEVE FOUNDATION A NEW JERSEY NONPROFIT CORPORATION; ORTHOCAROLINA RESEARCH INSTITUTE INC and 32 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM funds this one DAF sponsor$9,818,07736 142020–2024 CURE DUCHENNE; CHRISTOPHER REEVE FOUNDATION A NEW JERSEY NONPROFIT CORPORATION; CMT RESEARCH FOUNDATION INC; CHILDRENS TUMOR FOUNDATION and 10 more
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$6,562,070105 252014–2024 CHILDRENS TUMOR FOUNDATION; FOUNDATION OF ORTHOPEDICS AND COMPLEX SPINE INC; CMT RESEARCH FOUNDATION INC; CHRISTOPHER REEVE FOUNDATION A NEW JERSEY NONPROFIT CORPORATION and 21 more
JEWISH COMMUNAL FUND DAF sponsor$6,074,55435 52009–2024 CHILDRENS TUMOR FOUNDATION; FOUNDATION OF ORTHOPEDICS AND COMPLEX SPINE INC; CHRISTOPHER REEVE FOUNDATION A NEW JERSEY NONPROFIT CORPORATION; CHARLEYS FUND INC and 1 more
SPARTANBURG COUNTY FOUNDATION DAF sponsor$5,406,0008 12010–2017 THE HAWKINS FOUNDATION
THE@RICHARD AND MARCY HORVITZ FOUNDATION Private foundation$4,068,48728 12010–2022 CHILDRENS TUMOR FOUNDATION
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC DAF sponsor$3,668,8596 12016–2022 FOUNDATION OF ORTHOPEDICS AND COMPLEX SPINE INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$2,747,93259 142019–2025 CHILDRENS TUMOR FOUNDATION; CHRISTOPHER REEVE FOUNDATION A NEW JERSEY NONPROFIT CORPORATION; CURE DUCHENNE; CURE CMD INC and 10 more
FORGOOD INC DAF sponsor$2,181,10565 172010–2023 CURE CMD INC; MPN RESEARCH FOUNDATION; DETERMINED2HEAL FOUNDATION INC; CHILDRENS TUMOR FOUNDATION and 13 more
FOUNDATION FOR THE CAROLINAS DAF sponsor$1,931,2459 12015–2024 ORTHOCAROLINA RESEARCH INSTITUTE INC
NATIONAL PHILANTHROPIC TR funds this one DAF sponsor$1,842,92353 112014–2024 CHILDRENS TUMOR FOUNDATION; FOUNDATION OF ORTHOPEDICS AND COMPLEX SPINE INC; CURE DUCHENNE; OSTEOGENESIS IMPERFECTA FOUNDATION INC and 7 more
DUKE ENDOWMENT Private foundation$1,640,0006 12019–2024 ORTHOCAROLINA RESEARCH INSTITUTE INC
SKYLIGHT CHARITABLE TR Private foundation$1,450,0005 12022–2024 CMT RESEARCH FOUNDATION INC
RANDOLPH D ROUSE FOUNDATION INC Private foundation$1,300,0005 12020–2024 OSTEOGENESIS IMPERFECTA FOUNDATION INC
AMERICAN ENDOWMENT FOUNDATION funds this one DAF sponsor$1,276,33834 112016–2024 MPN RESEARCH FOUNDATION; CHILDRENS TUMOR FOUNDATION; CURE DUCHENNE; CHRISTOPHER REEVE FOUNDATION A NEW JERSEY NONPROFIT CORPORATION and 7 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $6,171,537 spent · pay $2,255,559 · grants $3,092,451 · events $140,817
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $3,072,451$3,072,451-- 49.8%
Other salaries and wages $1,288,641$809,320$191,266$288,055 20.9%
Pay: officers, directors, trustees, key employees $508,557$319,395$75,482$113,680 8.2%
Other employee benefits $253,855$159,432$37,678$56,745 4.1%
Information technology $167,603$109,161$23,320$35,122 2.7%
Advertising and promotion $144,106$73,538$1,933$68,635 2.3%
Conferences, conventions and meetings $140,817$87,757-$53,060 2.3%
Payroll taxes $118,630$74,505$17,607$26,518 1.9%
Pension plan contributions $85,876$53,934$12,746$19,196 1.4%
Occupancy $80,160$16,853$16,141$47,166 1.3%
Insurance $73,229$61,062$4,856$7,311 1.2%
Fees: accounting $60,049$27,083$23,327$9,639 1.0%
Office expenses $39,758$14,706$11,796$13,256 0.6%
Fees: investment management $38,421-$38,421- 0.6%
Fees: other services $30,250$13,643$11,751$4,856 0.5%
Travel $29,842$17,201$3,728$8,913 0.5%
Grants to US individuals $20,000$20,000-- 0.3%
Other (as described)Dues and subscriptions $8,668$5,443$1,288$1,937 0.1%
Fees: legal $6,439$2,904$2,501$1,034 0.1%
Depreciation and depletion $4,160$2,612$618$930 0.1%
Other (as described)Miscellaneous $25-$25- 0.0%
Total$6,171,537100%

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2023 · Form 990 · $5,238,185 spent · pay $2,285,758 · grants $1,321,355 · events $176,814
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,403,186$881,261$208,266$313,659 26.8%
Grants to US organizations and governments $1,133,161$1,133,161-- 21.6%
Other (as described)Ortho Partners Awards $494,000$494,000-- 9.4%
Pay: officers, directors, trustees, key employees $455,879$286,311$67,664$101,904 8.7%
Pension plan contributions $226,807$142,444$33,664$50,699 4.3%
Advertising and promotion $209,517$114,762$6,668$88,087 4.0%
Grants to US individuals $188,194$188,194-- 3.6%
Conferences, conventions and meetings $176,814$107,290-$69,524 3.4%
Information technology $169,469$106,434$25,153$37,882 3.2%
Occupancy $157,948$33,289$31,491$93,168 3.0%
Payroll taxes $124,212$78,010$18,436$27,766 2.4%
Fees: other services $117,910$65,315$29,348$23,247 2.3%
Insurance $76,836$64,785$4,809$7,242 1.5%
Other employee benefits $75,674$47,526$11,232$16,916 1.4%
Office expenses $57,485$34,412$14,021$9,052 1.1%
Fees: accounting $48,130$26,661$11,980$9,489 0.9%
Fees: investment management $36,479-$36,479- 0.7%
Travel $36,211$21,460$3,889$10,862 0.7%
Fees: legal $22,474$12,449$5,594$4,431 0.4%
Other (as described)Bad debt $13,000-$13,000- 0.2%
Depreciation and depletion $9,983$6,270$1,481$2,232 0.2%
Other (as described)Dues and subscriptions $4,711$2,959$699$1,053 0.1%
Other (as described)Miscellaneous $105-$105- 0.0%
Total$5,238,185100%

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2022 · Form 990 · $5,574,158 spent · pay $2,146,586 · grants $2,130,495 · events $361,469
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,130,495$2,130,495-- 38.2%
Other salaries and wages $1,351,077$846,760$201,366$302,951 24.2%
Pay: officers, directors, trustees, key employees $361,644$229,282$52,664$79,698 6.5%
Conferences, conventions and meetings $361,469$232,413$12,040$117,016 6.5%
Other employee benefits $238,879$122,717$48,290$67,872 4.3%
Advertising and promotion $192,338$103,822$10,380$78,136 3.5%
Occupancy $181,303$38,212$36,146$106,945 3.3%
Information technology $161,604$101,494$23,986$36,124 2.9%
Payroll taxes $114,095$85,315$10,515$18,265 2.0%
Insurance $87,221$74,684$5,003$7,534 1.6%
Fees: management $86,527$43,789$21,074$21,664 1.6%
Pension plan contributions $80,891$64,072$5,770$11,049 1.5%
Office expenses $72,071$34,106$23,836$14,129 1.3%
Other (as described)Bad debt $40,000-$40,000- 0.7%
Fees: investment management $32,868$16,368$8,403$8,097 0.6%
Travel $30,744$17,322$2,261$11,161 0.6%
Fees: accounting $22,200$11,235$5,407$5,558 0.4%
Depreciation and depletion $11,432$7,180$1,696$2,556 0.2%
Other (as described)Dues and subscriptions $7,614$4,782$1,130$1,702 0.1%
Fees: legal $7,199$3,643$1,753$1,803 0.1%
Other (as described)Miscellaneous $2,487-$2,487- 0.0%
Total$5,574,158100%

View the filing

2021 · Form 990 · $4,263,330 spent · pay $1,937,084 · grants $1,365,339 · events $229,321
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,365,339$1,365,339-- 32.0%
Other salaries and wages $1,169,170$669,029$124,759$375,382 27.4%
Pay: officers, directors, trustees, key employees $375,571$41,313$214,075$120,183 8.8%
Conferences, conventions and meetings $229,321$115,158$3,226$110,937 5.4%
Other employee benefits $201,822$105,853$31,193$64,776 4.7%
Information technology $146,532$68,992$30,527$47,013 3.4%
Occupancy $140,313$32,930$64,461$42,922 3.3%
Advertising and promotion $104,357$68,096$1,461$34,800 2.4%
Payroll taxes $100,785$47,453$20,997$32,335 2.4%
Pension plan contributions $89,736$48,395$12,536$28,805 2.1%
Insurance $88,689$69,385$7,600$11,704 2.1%
Office expenses $71,071$24,177$29,092$17,802 1.7%
Fees: management $56,094$26,411$11,686$17,997 1.3%
Fees: investment management $38,750$19,375-$19,375 0.9%
Travel $28,770$7,870$8,580$12,320 0.7%
Fees: accounting $19,715-$19,715- 0.5%
Other (as described)Bad debt $16,066-$16,066- 0.4%
Depreciation and depletion $12,661$5,961$2,638$4,062 0.3%
Other (as described)Dues and subscriptions $7,988-$5,595$2,393 0.2%
Fees: legal $580-$580- 0.0%
Total$4,263,330100%

View the filing

2020 · Form 990 · $3,507,955 spent · pay $1,712,035 · grants $1,144,615 · events $1,025
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,144,615$1,144,615-- 32.6%
Other salaries and wages $1,064,406$352,195$410,278$301,933 30.3%
Pay: officers, directors, trustees, key employees $309,394$34,033$176,355$99,006 8.8%
Other employee benefits $175,144$55,399$69,643$50,102 5.0%
Occupancy $127,510$29,925$58,579$39,006 3.6%
Advertising and promotion $113,923$67,239$3,744$42,940 3.2%
Information technology $107,346$30,862$45,268$31,216 3.1%
Payroll taxes $94,849$27,269$39,998$27,582 2.7%
Insurance $87,955$64,192$14,064$9,699 2.5%
Pension plan contributions $68,242$23,314$25,691$19,237 1.9%
Office expenses $67,324$14,401$37,379$15,544 1.9%
Fees: management $56,632$16,282$23,882$16,468 1.6%
Fees: investment management $34,832$17,416-$17,416 1.0%
Fees: accounting $19,215-$19,215- 0.5%
Depreciation and depletion $16,433$4,724$6,931$4,778 0.5%
Other (as described)Bad debt $9,496-$9,496- 0.3%
Other (as described)Dues and subscriptions $4,994$1,436$2,106$1,452 0.1%
Fees: legal $4,411$1,268$1,860$1,283 0.1%
Conferences, conventions and meetings $1,025-$525$500 0.0%
Travel $209-$209- 0.0%
Total$3,507,955100%

View the filing

2019 · Form 990 · $5,424,944 spent · pay $1,675,389 · grants $2,898,801 · events $110,209
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,698,801$2,698,801-- 49.7%
Other salaries and wages $1,087,960$357,074$421,749$309,137 20.1%
Pay: officers, directors, trustees, key employees $281,391$30,953$160,393$90,045 5.2%
Grants outside the US $200,000$200,000-- 3.7%
Other employee benefits $129,975$41,408$51,430$37,137 2.4%
Occupancy $127,871$30,010$58,745$39,116 2.4%
Conferences, conventions and meetings $110,209$74,415$4,636$31,158 2.0%
Advertising and promotion $102,617$43,546$15,620$43,451 1.9%
Information technology $98,401$28,290$41,493$28,618 1.8%
Payroll taxes $96,598$27,772$40,732$28,094 1.8%
Insurance $88,093$65,871$13,151$9,071 1.6%
Pension plan contributions $79,465$24,467$32,154$22,844 1.5%
Fees: management $77,262$23,631$29,926$23,705 1.4%
Office expenses $69,404$16,102$37,845$15,457 1.3%
Travel $66,164$26,310$14,648$25,206 1.2%
Fees: investment management $31,660$15,830-$15,830 0.6%
Other (as described)Bad debt $24,880$12,440-$12,440 0.5%
Depreciation and depletion $24,335$6,996$10,262$7,077 0.4%
Fees: accounting $19,520-$19,520- 0.4%
Other (as described)Dues and subscriptions $7,980$120$6,595$1,265 0.1%
Fees: legal $2,358-$1,179$1,179 0.0%
Total$5,424,944100%

View the filing

2018 · Form 990 · $4,946,601 spent · pay $1,627,891 · grants $2,231,583 · events $193,571
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,231,583$2,231,583-- 45.1%
Other salaries and wages $1,268,216$382,977$519,417$365,822 25.6%
Conferences, conventions and meetings $193,571$124,469$14,596$54,506 3.9%
Advertising and promotion $169,166$30,780$20,746$117,640 3.4%
Other (as described)Bad debt $136,500$68,250-$68,250 2.8%
Occupancy $128,075$30,057$58,839$39,179 2.6%
Pay: officers, directors, trustees, key employees $124,628$13,709$71,038$39,881 2.5%
Information technology $113,493$32,629$47,856$33,008 2.3%
Payroll taxes $90,983$26,140$38,399$26,444 1.8%
Insurance $87,115$58,834$24,015$4,266 1.8%
Office expenses $84,008$14,845$36,530$32,633 1.7%
Other employee benefits $78,204$23,747$33,118$21,339 1.6%
Pension plan contributions $65,860$20,410$26,538$18,912 1.3%
Travel $47,576$2,560$26,694$18,322 1.0%
Fees: investment management $32,958$16,479-$16,479 0.7%
Depreciation and depletion $27,943$6,427$12,854$8,662 0.6%
Fees: legal $22,765-$10,390$12,375 0.5%
Fees: accounting $18,716-$18,716- 0.4%
Fees: management $17,009$3,403$6,803$6,803 0.3%
Fees: other services $4,265$66$4,132$67 0.1%
Other (as described)Dues and subscriptions $3,967-$1,149$2,818 0.1%
Total$4,946,601100%

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2017 · Form 990 · $5,187,501 spent · pay $1,575,505 · grants $2,534,717 · events $173,566
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,484,947$2,484,947-- 47.9%
Other salaries and wages $1,052,385$309,004$458,149$285,232 20.3%
Pay: officers, directors, trustees, key employees $246,927$27,162$140,748$79,017 4.8%
Conferences, conventions and meetings $173,566$96,695$20,737$56,134 3.3%
Advertising and promotion $134,664$53,399$3,006$78,259 2.6%
Occupancy $127,902$27,299$64,367$36,236 2.5%
Information technology $106,032$27,568$48,775$29,689 2.0%
Other employee benefits $99,274$26,612$45,079$27,583 1.9%
Payroll taxes $95,023$24,706$43,711$26,606 1.8%
Insurance $93,089$64,146$23,386$5,557 1.8%
Fees: other services $86,299$25,809$21,365$39,125 1.7%
Pension plan contributions $81,896$22,148$37,045$22,703 1.6%
Office expenses $68,566$17,827$31,540$19,199 1.3%
Other (as described)Bad debt $68,387--$68,387 1.3%
Travel $50,017$2,794$33,902$13,321 1.0%
Grants outside the US $49,770$49,770-- 1.0%
Depreciation and depletion $41,011$10,663$18,865$11,483 0.8%
Fees: investment management $34,630$17,315-$17,315 0.7%
Fees: legal $26,918$523$21,336$5,059 0.5%
Fees: accounting $25,320-$25,320- 0.5%
Other (as described)Miscellaneous $19,461-$2,188$17,273 0.4%
Other (as described)Other $10,847-$10,847- 0.2%
Other (as described)Dues and subscriptions $5,298$205$3,783$1,310 0.1%
All other expenses $5,272$342$529$4,401 0.1%
Total$5,187,501100%

View the filing

2016 · Form 990 · $5,165,708 spent · pay $1,667,205 · grants $1,894,516 · events $228,949
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,824,724$1,824,724-- 35.3%
Pay: officers, directors, trustees, key employees $738,371$126,066$287,023$325,282 14.3%
Other salaries and wages $590,549$104,596$216,068$269,885 11.4%
Other (as described)BAD DEBT $377,654--$377,654 7.3%
Conferences, conventions and meetings $228,949$74,556$31,708$122,685 4.4%
Advertising and promotion $183,803$62,958$1,090$119,755 3.6%
Other employee benefits $153,828$24,222$64,175$65,431 3.0%
Fees: management $135,077$14,751$87,663$32,663 2.6%
Occupancy $127,797$21,930$49,281$56,586 2.5%
Pension plan contributions $92,870$16,120$35,158$41,592 1.8%
Payroll taxes $91,587$15,897$34,672$41,018 1.8%
Office expenses $91,325$21,941$37,459$31,925 1.8%
Information technology $80,454$24,341$25,934$30,179 1.6%
Other (as described)LIFE INSURANCE PREMIUMS $79,060--$79,060 1.5%
Travel $70,739$9,583$29,442$31,714 1.4%
Grants outside the US $49,792$49,792-- 1.0%
Fees: other services $48,000$16,320$15,840$15,840 0.9%
Fees: investment management $37,227$18,614-$18,613 0.7%
Depreciation and depletion $34,914$6,060$13,217$15,637 0.7%
Fees: accounting $33,955$11,545$11,205$11,205 0.7%
Insurance $31,170$4,536$22,232$4,402 0.6%
Grants to US individuals $20,000$20,000-- 0.4%
All other expenses $13,181-$13,181- 0.3%
Other (as described)RECOGNITION AWARDS $12,006-$1,889$10,117 0.2%
Fees: legal $9,703$3,299$3,202$3,202 0.2%
Other (as described)DUES AND SUBSCRIPTIONS $8,973-$3,214$5,759 0.2%
Total$5,165,708100%

View the filing

2015 · Form 990 · $5,623,464 spent · pay $1,703,341 · grants $2,511,642 · events $153,467
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,511,642$2,511,642-- 44.7%
Other salaries and wages $884,605$320,227$173,972$390,406 15.7%
Pay: officers, directors, trustees, key employees $458,345$165,921$90,141$202,283 8.2%
Fees: management $187,913$44,927$98,059$44,927 3.3%
Advertising and promotion $172,152$61,306$4,691$106,155 3.1%
Occupancy $154,103$55,785$30,307$68,011 2.7%
Conferences, conventions and meetings $153,467$53,413$46,128$53,926 2.7%
Other employee benefits $145,358$27,174$57,803$60,381 2.6%
Other (as described)Life Insurance Premiums $136,550--$136,550 2.4%
Other (as described)Bad Debt $134,511-$120,626$13,885 2.4%
Pension plan contributions $124,903$45,215$24,564$55,124 2.2%
Payroll taxes $90,130$32,627$17,726$39,777 1.6%
Travel $85,433$37,555$17,599$30,279 1.5%
Office expenses $80,341$10,394$24,809$45,138 1.4%
Fees: investment management $58,796-$58,796- 1.0%
Information technology $57,713$20,892$11,350$25,471 1.0%
Fees: accounting $56,600$11,320$33,960$11,320 1.0%
Fees: legal $35,976$7,195$21,586$7,195 0.6%
All other expenses $32,673-$12,806$19,867 0.6%
Insurance $27,681$9,227$9,227$9,227 0.5%
Depreciation and depletion $23,214$7,738$7,738$7,738 0.4%
Other (as described)Dues and Subscriptions $11,358$615$3,668$7,075 0.2%
Total$5,623,464100%

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2014 · Form 990 · $5,133,199 spent · pay $1,754,587 · grants $2,196,778 · events $123,004
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,196,778$2,196,778-- 42.8%
Other salaries and wages $885,529$301,080$194,816$389,633 17.3%
Pay: officers, directors, trustees, key employees $457,418$155,522$100,632$201,264 8.9%
Advertising and promotion $169,029$54,652$3,669$110,708 3.3%
Pension plan contributions $159,354$40,714$40,026$78,614 3.1%
Other employee benefits $158,239$40,884$49,263$68,092 3.1%
Other (as described)Bad Debt $124,536--$124,536 2.4%
Conferences, conventions and meetings $123,004$36,901$55,352$30,751 2.4%
Other (as described)Life Insurance Premiums $111,675-$111,675- 2.2%
Travel $94,745$37,898$37,898$18,949 1.8%
Payroll taxes $94,047$22,902$24,919$46,226 1.8%
Occupancy $91,955$26,038$24,329$41,588 1.8%
Office expenses $82,736$12,625$25,425$44,686 1.6%
Fees: management $74,380$9,196$55,570$9,614 1.4%
Fees: investment management $66,138$33,069$33,069- 1.3%
Information technology $52,215$16,904$11,439$23,872 1.0%
Fees: legal $49,483$2,459$47,024- 1.0%
Fees: accounting $34,300-$34,300- 0.7%
Insurance $32,830-$32,830- 0.6%
All other expenses $29,781$3,380$22,275$4,126 0.6%
Depreciation and depletion $20,935-$20,935- 0.4%
Other (as described)Recognition Awards $14,249$941$1,118$12,190 0.3%
Other (as described)Dues and Subscriptions $9,843-$5,119$4,724 0.2%
Total$5,133,199100%

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2013 · Form 990 · $7,512,237 spent · pay $1,809,388 · grants $4,313,800 · events $133,022
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $4,313,800$4,313,800-- 57.4%
Pay: officers, directors, trustees, key employees $785,833$185,530$152,169$448,134 10.5%
Other salaries and wages $588,670$182,732$121,417$284,521 7.8%
Advertising and promotion $253,055$31,010$2,990$219,055 3.4%
Pension plan contributions $193,346$55,153$35,075$103,118 2.6%
Other (as described)Life Insurance Premiums $153,966-$153,966- 2.0%
Other employee benefits $147,963$37,730$31,030$79,203 2.0%
Conferences, conventions and meetings $133,022$16,280$60,209$56,533 1.8%
Travel $119,440$15,731$76,593$27,116 1.6%
Other (as described)Bad Debt $113,850--$113,850 1.5%
Payroll taxes $93,576$25,908$17,235$50,433 1.2%
Occupancy $89,176$27,073$16,323$45,780 1.2%
Office expenses $87,917$12,566$20,927$54,424 1.2%
Fees: professional fundraisers $87,500--$87,500 1.2%
Fees: management $62,363-$62,363- 0.8%
Fees: investment management $61,033-$61,033- 0.8%
Information technology $52,545$16,650$9,616$26,279 0.7%
All other expenses $44,993$1,886$24,919$18,188 0.6%
Fees: legal $39,458-$39,458- 0.5%
Fees: accounting $31,400-$31,400- 0.4%
Insurance $27,831-$27,831- 0.4%
Depreciation and depletion $12,781-$12,781- 0.2%
Other (as described)Dues and Subscriptions $10,291-$4,607$5,684 0.1%
Fees: other services $8,428-$8,428- 0.1%
Total$7,512,237100%

View the filing

2012 · Form 990 · $10,219,190 spent · pay $1,833,467 · grants $6,934,530 · events $141,453
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $6,272,720$6,272,720-- 61.4%
Other salaries and wages $1,010,451$280,774$240,123$489,554 9.9%
Grants outside the US $661,810$661,810-- 6.5%
Pay: officers, directors, trustees, key employees $395,500$120,030$63,286$212,184 3.9%
Advertising and promotion $275,130$68,384$15,248$191,498 2.7%
Other (as described)Life Insurance Premiums $208,232--$208,232 2.0%
Other employee benefits $169,585$40,276$41,483$87,826 1.7%
Pension plan contributions $160,570$37,498$34,003$89,069 1.6%
Conferences, conventions and meetings $141,453$5,687$28,483$107,283 1.4%
Travel $134,631$16,207$72,207$46,217 1.3%
Office expenses $109,012$14,012$30,795$64,205 1.1%
Payroll taxes $97,361$24,948$20,959$51,454 1.0%
Fees: investment management $85,555-$85,555- 0.8%
Occupancy $85,305$21,330$18,773$45,202 0.8%
Fees: management $74,617-$74,617- 0.7%
Other (as described)Bad Debt Loss $68,500--$68,500 0.7%
Fees: other services $52,644--$52,644 0.5%
Fees: legal $48,016-$48,016- 0.5%
Information technology $44,084$11,954$10,264$21,866 0.4%
Insurance $29,814-$29,814- 0.3%
Fees: accounting $29,500-$29,500- 0.3%
All other expenses $24,071-$17,120$6,951 0.2%
Other (as described)Recognition Awards $15,502$309$106$15,087 0.2%
Depreciation and depletion $12,647-$12,647- 0.1%
Other (as described)Exhibits $12,480-$3,629$8,851 0.1%
Total$10,219,190100%

View the filing

2011 · Form 990 · $13,801,410 spent · pay $1,726,469 · grants $9,703,802 · events $200,108
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $9,563,802$9,563,802-- 69.3%
Other salaries and wages $796,225$197,009$149,072$450,144 5.8%
Fees: other services $513,360$513,360-- 3.7%
Other (as described)Life Insurance Premiums $403,788--$403,788 2.9%
Pay: officers, directors, trustees, key employees $336,286$8,279$220,376$107,631 2.4%
Other employee benefits $327,907$68,360$51,438$208,109 2.4%
Advertising and promotion $282,675$25,271$16,565$240,839 2.0%
Fees: legal $225,045-$225,045- 1.6%
Conferences, conventions and meetings $200,108$8,919$26,439$164,750 1.4%
Pension plan contributions $174,847$40,832$37,026$96,989 1.3%
Grants outside the US $140,000$140,000-- 1.0%
Travel $129,583$29,459$46,616$53,508 0.9%
Office expenses $129,101$16,309$39,764$73,028 0.9%
Fees: investment management $96,698-$96,698- 0.7%
Payroll taxes $91,204$16,440$25,101$49,663 0.7%
Occupancy $87,146$16,174$26,510$44,462 0.6%
Other (as described)Bad Debt Loss $83,011--$83,011 0.6%
Fees: management $65,813-$65,813- 0.5%
Information technology $58,372$12,570$13,449$32,353 0.4%
Fees: accounting $29,500-$29,500- 0.2%
Insurance $22,296-$22,296- 0.2%
Other (as described)Recognition Awards $13,984$398$253$13,333 0.1%
Other (as described)Exhibits $13,868$3,029$9,316$1,523 0.1%
Depreciation and depletion $9,227-$9,227- 0.1%
All other expenses $7,564-$3,225$4,339 0.1%
Total$13,801,410100%

View the filing

Federal grants and contracts

Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.

Fiscal yearGrants and other assistanceContractsAwards
2021$0$01
2020$0$01
Largest awards · 0 shown
YearAgencyKindProgramDescriptionObligated

State business registration

The same business name in the same state, from the state’s official registry data.

Trademarks

5 US trademarks, 1 live.

MarkSerialFiledStatusSource
OREF ADVANCING INNOVATIVE RESEARCH. IMPROVING MUSCULOSKELETAL HEALTH.978201102023-03-02RegisteredTRTYRAP, file of 2026-04-03
ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION861538272013-12-29Registration cancelledTRTYRAP, file of 2026-04-03
OREF ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION861538262013-12-29Registration cancelledTRTYRAP, file of 2026-04-03
LIFE IS A MOVING EXPERIENCE772943592007-10-02Registration cancelledTRCFECO2, file of 2024-03-27
BECAUSE LIFE IS A MOVING EXPERIENCE772943572007-10-02Registration cancelledTRCFECO2, file of 2024-03-27

The newest marks of the trademark owners above, matched to this record by name (and state).

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