ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION (EIN 36-6009467)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-04-15
- IRS object ID
- 202001069349300900
- Schema version
- 2018v3.1
- 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) |
|---|---|---|
| Return | 2020-04-15T08:18:30-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363321958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Desmond & Ahern Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10827 S Western Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60643 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366009467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orthopaedic Research and Education | BusinessNameLine1Txt |
| Business Name Line2 | Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORTH | BusinessNameControlTxt |
| Phone | 8476989980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W Higgins Road No 215 | AddressLine1Txt |
| City | Rosemont | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joshua Jacobs MD | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8476989980 | PhoneNum |
| Signature | 2020-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Betlinski | PreparerPersonNm |
| PTIN | P01960501 | PTIN |
| Phone | 7737794720 | PhoneNum |
| Preparation | 2020-04-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.84.64.45 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-14 | IPDt |
| IP Tm | 08:32:57 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Richard Kyle MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W Higgins Road No 215 | AddressLine1Txt |
| City | Rosemont | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,411,406 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oref.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | Improving lives by supporting excellence in orthopaedic research | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,448,193 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,198,011 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $639,533 | PYInvestmentIncomeAmt |
| CY Investment Income | $474,071 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,087,726 | PYTotalRevenueAmt |
| CY Total Revenue | $3,672,082 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,534,717 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,231,583 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,575,505 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,627,891 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $887,406 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,077,279 | PYOtherExpensesAmt |
| CY Other Expenses | $1,087,127 | CYOtherExpensesAmt |
| PY Total Expenses | $5,187,501 | PYTotalExpensesAmt |
| CY Total Expenses | $4,946,601 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $900,225 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,274,519 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,537,755 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,718,387 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,034,676 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,974,334 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,503,079 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,744,053 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Orthopaedic Research and Education Foundation (OREF) mission is improving lives by supporting excellence in orthopaedic research. OREF's vision is that it will be the leader in supporting orthopaedic research to improve function, eliminate pain and restore mobility. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,087,365 | ExpenseAmt |
| Grant | $2,231,583 | GrantAmt |
| Desc | Grant program: The purpose of OREF is to support research into the causes and treatment of musculoskeletal diseases and injuries. OREF's niche is supporting surgeon-researchers and PHD-researchers in basic science/translation, clinical, and health services research. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OREF's education program offers new orthopaedic medical researchers the opportunity to develop their research interests and skills. Through educational programming, OREF supports emerging talent to help them successfully pursue research careers. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,087,365 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lee Grossman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476989980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W Higgins Road | AddressLine1Txt |
| City | Rosemont | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Michael L Parks MD | |||||||
| President | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| James G Borovsky | |||||||
| Secretary-Treasurer | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jeffrey S Abrams MD | |||||||
| Chair, Corporate Advisory | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| David C Dvorak JD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Matthew B Dobbs MD | |||||||
| Vice Chair-Grants | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Joshua J Jacobs | |||||||
| Chair-Mentorship Champ/Tre | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Farshid Guilak MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard F Santore MD | |||||||
| Chair-Individual Developme | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Mary Lloyd Ireland MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Letha Y Griffin MD PhD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard F Kyle MD | |||||||
| President-elect | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| David G Lewallen MD | |||||||
| Past President (2018-2019) | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Christopher R Adams MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeremie M Axe MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| B Sonny Bal MD JD MBA PhD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Nicholas M Bernthal MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Eric V Dremel | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| James R Ficke MD | |||||||
| Trustee thru 3/19 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Karen L Hackett | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Lawrence L Lenke MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Timothy J Luchetti MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| William C McMaster MD | |||||||
| Trustee thru 3/19 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Andrew N Pollak MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Thomas P Sculco MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Annuunziato Amendola MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Daniel J Berry MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| P Joanne Ray | |||||||
| CEO thru 8/2018 | 50.00 | Yes (X) | $283,963 | $0 | $27,253 | ||
| Lee Grossman | |||||||
| CEO since 6/2019 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| Carol Wargo | |||||||
| Vice President of Corporat | 40.00 | $143,501 | $0 | $11,343 | Yes (X) | ||
| Edward Hoover | |||||||
| Senior VP of Development | 40.00 | $141,544 | $0 | $13,159 | Yes (X) | ||
| Ponda Barnes | |||||||
| Vice President of Grants | 40.00 | $130,820 | $0 | $10,260 | Yes (X) | ||
| Karen Pubentz | |||||||
| Sr. Director of Communicat | 40.00 | $118,303 | $0 | $20,062 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $818,131 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $82,077 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,198,011 | AllOtherContributionsAmt |
| Total Contributions | $3,198,011 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $441,988 | TotalRevenueColumnAmt |
| Exclusion | $441,988 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,771,407 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,739,324 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,083 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,083 | TotalRevenueColumnAmt |
| Exclusion | $32,083 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,672,082 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $474,071 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,231,583 | TotalAmt |
| Program Services | $2,231,583 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,628 | TotalAmt |
| Program Services | $13,709 | ProgramServicesAmt |
| Management And General | $71,038 | ManagementAndGeneralAmt |
| Fundraising | $39,881 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,268,216 | TotalAmt |
| Program Services | $382,977 | ProgramServicesAmt |
| Management And General | $519,417 | ManagementAndGeneralAmt |
| Fundraising | $365,822 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,860 | TotalAmt |
| Program Services | $20,410 | ProgramServicesAmt |
| Management And General | $26,538 | ManagementAndGeneralAmt |
| Fundraising | $18,912 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,204 | TotalAmt |
| Program Services | $23,747 | ProgramServicesAmt |
| Management And General | $33,118 | ManagementAndGeneralAmt |
| Fundraising | $21,339 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,983 | TotalAmt |
| Program Services | $26,140 | ProgramServicesAmt |
| Management And General | $38,399 | ManagementAndGeneralAmt |
| Fundraising | $26,444 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,009 | TotalAmt |
| Program Services | $3,403 | ProgramServicesAmt |
| Management And General | $6,803 | ManagementAndGeneralAmt |
| Fundraising | $6,803 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,765 | TotalAmt |
| Management And General | $10,390 | ManagementAndGeneralAmt |
| Fundraising | $12,375 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,716 | TotalAmt |
| Management And General | $18,716 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,958 | TotalAmt |
| Program Services | $16,479 | ProgramServicesAmt |
| Fundraising | $16,479 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,265 | TotalAmt |
| Program Services | $66 | ProgramServicesAmt |
| Management And General | $4,132 | ManagementAndGeneralAmt |
| Fundraising | $67 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,166 | TotalAmt |
| Program Services | $30,780 | ProgramServicesAmt |
| Management And General | $20,746 | ManagementAndGeneralAmt |
| Fundraising | $117,640 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,008 | TotalAmt |
| Program Services | $14,845 | ProgramServicesAmt |
| Management And General | $36,530 | ManagementAndGeneralAmt |
| Fundraising | $32,633 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,493 | TotalAmt |
| Program Services | $32,629 | ProgramServicesAmt |
| Management And General | $47,856 | ManagementAndGeneralAmt |
| Fundraising | $33,008 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,075 | TotalAmt |
| Program Services | $30,057 | ProgramServicesAmt |
| Management And General | $58,839 | ManagementAndGeneralAmt |
| Fundraising | $39,179 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,576 | TotalAmt |
| Program Services | $2,560 | ProgramServicesAmt |
| Management And General | $26,694 | ManagementAndGeneralAmt |
| Fundraising | $18,322 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,571 | TotalAmt |
| Program Services | $124,469 | ProgramServicesAmt |
| Management And General | $14,596 | ManagementAndGeneralAmt |
| Fundraising | $54,506 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,943 | TotalAmt |
| Program Services | $6,427 | ProgramServicesAmt |
| Management And General | $12,854 | ManagementAndGeneralAmt |
| Fundraising | $8,662 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,115 | TotalAmt |
| Program Services | $58,834 | ProgramServicesAmt |
| Management And General | $24,015 | ManagementAndGeneralAmt |
| Fundraising | $4,266 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Bad debt | $136,500 | $68,250 | $68,250 | |
| Dues and subscriptions | $3,967 | $2,818 | $1,149 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,946,601 | TotalAmt |
| Program Services | $3,087,365 | ProgramServicesAmt |
| Management And General | $971,830 | ManagementAndGeneralAmt |
| Fundraising | $887,406 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,434 | BOYAmt |
| EOY | $471 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,784,754 | BOYAmt |
| EOY | $3,965,552 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,056,939 | BOYAmt |
| EOY | $1,976,546 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,573 | BOYAmt |
| EOY | $31,654 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $245,168 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $166,164 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,947 | BOYAmt |
| EOY | $79,004 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,772,453 | BOYAmt |
| EOY | $13,069,749 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,298,655 | BOYAmt |
| EOY | $4,595,411 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,537,755 | BOYAmt |
| EOY | $23,718,387 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,547 | BOYAmt |
| EOY | $185,244 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,134,087 | BOYAmt |
| EOY | $3,168,119 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,042 | BOYAmt |
| EOY | $620,971 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,034,676 | BOYAmt |
| EOY | $3,974,334 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,258 | BOYAmt |
| EOY | $453,327 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,804,332 | BOYAmt |
| EOY | $3,887,518 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,280,489 | BOYAmt |
| EOY | $15,403,208 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,503,079 | BOYAmt |
| EOY | $19,744,053 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,537,755 | BOYAmt |
| EOY | $23,718,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,274,519 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $324,528 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$809,035 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,520,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,097,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,715,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,448,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,198,011 | CurrentTaxYearAmt |
| Total | $22,979,760 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,520,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,097,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,715,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,448,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,198,011 | CurrentTaxYearAmt |
| Total | $22,979,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,515,975 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,463,785 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $904,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $805,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $431,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $506,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $441,988 | CurrentTaxYearAmt |
| Total | $3,089,712 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,069,472 | TotalSupportAmt |
| Public Support CY170 | 0.78500 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,311,807 | BeginningYearBalanceAmt |
| Contributions | $35,531 | ContributionsAmt |
| Investment Earnings Or Losses | $733,712 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,119,295 | OtherExpendituresAmt |
| End Year Balance | $7,961,755 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,014,335 | BeginningYearBalanceAmt |
| Contributions | $46,789 | ContributionsAmt |
| Investment Earnings Or Losses | $250,683 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $8,311,807 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,306,263 | BeginningYearBalanceAmt |
| Contributions | $10,723 | ContributionsAmt |
| Investment Earnings Or Losses | $778,493 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $81,144 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,014,335 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,835,718 | BeginningYearBalanceAmt |
| Contributions | $48,562 | ContributionsAmt |
| Investment Earnings Or Losses | $953,270 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,230,393 | GrantsOrScholarshipsAmt |
| Other Expenditures | $271,935 | OtherExpendituresAmt |
| Administrative Expenses | $28,959 | AdministrativeExpensesAmt |
| End Year Balance | $7,306,263 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,513,404 | BeginningYearBalanceAmt |
| Contributions | $62,327 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,148,068 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,564,692 | GrantsOrScholarshipsAmt |
| Other Expenditures | $27,250 | OtherExpendituresAmt |
| End Year Balance | $12,835,721 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,447 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,978 | DepreciationAmt |
| Book Value | $25,469 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,696 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,975 | DepreciationAmt |
| Book Value | $36,721 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,025 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,211 | DepreciationAmt |
| Book Value | $16,814 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $79,004 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Charitable Remainder Trust Receivable | $2,821,579 |
| Cash Surrender Value of Life Insurance | $1,759,748 |
| Other receivables | $14,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,595,411 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Orthopaedic Partners | Desc |
| Amt | $620,971 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $620,971 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,306,870 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $324,528 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $310,260 | OtherRevenueAmt |
| Revenue Not Reported | $634,788 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,672,082 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,672,082 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,065,896 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,119,295 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,119,295 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,946,601 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,946,601 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | On behalf of other orthopaedic organizations, the Foundation accepts contributions for which it performs recordkeeping and provides grants requested by those organizations. |
| Part X, Line 2: | FIN48 Note from Audited Financial Statements The Foundation, an Illinois nonprofit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. The Foundation's annual information and income tax returns filed with the federal and state governments are subject to examination generally for three years after they are filed. The Foundation has adopted the requirements for accounting for uncertain tax positions and management has determined that the Foundation was not required to record a liability related to uncertain tax positions as of June 30, 2019. |
| Part XI, Line 2d - Other Adjustments: | Change in cash surrender value of life insurance policies 59,802. Change in charitable remainder trust receivable 250,458. |
| Part XII, Line 2d - Other Adjustments: | Orthopaedic partner endowment distribution 1,119,295. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (42 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Academy of Orthopaedic Surgeons | ||||||||
| 9400 West Higgins Road | Rosemont | IL | 60018 | 362110592 | 501(c)(3) | $5,000 | 2018 - AAOS/OREF/ORS Clinician Scholar Development Program | |
| Albany Medical College | ||||||||
| 47 New Scotland Avenue | Albany | NY | 12208 | 141338310 | 501(c)(3) | $5,000 | Preoperative Phototherapy with Benzyl Peroxide to decrease P Acnes burden. | |
| Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | 340714585 | 501(c)(3) | $48,179 | Personalized Outcome Prediction Tool for Total Knee Arthroplasty | |
| University of Alabama | ||||||||
| 1720 2nd Avenue South | Birmingham | AL | 35294 | 163600539 | 501(c)(3) | $5,000 | Biofilm Growth on Cerclage Materials: Are Nonmetallic Polymers Superior? | |
| Columbia University Medical Center | ||||||||
| 630 West 168th Street | New York | NY | 10032 | 135598093 | 501(c)(3) | $5,000 | Early osteoarthritis after neonatal brachial plexus palsy | |
| Northwestern University Department of Orthopaedic Surgery | ||||||||
| 676 N Saint Clair Street Suite 1350 | Chicago | IL | 60611 | 362167817 | 501(c)(3) | $5,000 | A multimodal nanofiber scaffold to improve bone healing in smokers | 1350 |
| Dartmouth College | ||||||||
| 11 Rope Ferry Road | Hanover | NH | 03755 | 020222111 | 501(c)(3) | $5,000 | Characterizing the Microbiome of the Native, Arthritic Knee | |
| Duke University | ||||||||
| 200 West Main Street Suite 820 | Durham | NC | 27705 | 560532129 | 501(c)(3) | $5,000 | Bortezomib: A novel treatment to improve survival in osteosarcoma | |
| University of Arizona | ||||||||
| PO Box 210158 | Tucson | AZ | 85721 | 742652689 | 501(c)(3) | $5,000 | Recovery from Ciprofloxacin Induced Tendinopathy | |
| Hospital for Special Surgery | ||||||||
| 535 East 17th Street | New York | NY | 10021 | 131624135 | 501(c)(3) | $72,000 | Mechanics of the Ankle and Adjacent Joints after Total Ankle Replacement | |
| Hospital for Special Surgery | ||||||||
| 535 East 17th Street | New York | NY | 10021 | 131624135 | 501(c)(3) | $5,000 | Nutritional Sustenance and Waste Scavenging in Bone Grafting | |
| University of Iowa | ||||||||
| 2 Gilmore Hall | Iowa City | IA | 52242 | 426004813 | 501(c)(3) | $300,000 | Benchmarking Expert Performance to Establish Competency in Wire Navigation | |
| University of Rochester | ||||||||
| 518 Hylan Bldg Box 270140 | Rochester | NY | 14627 | 160743209 | 501(c)(3) | $298,350 | Does the FAST Program Demonstrate Transfer Validity? | |
| Massachusetts General Hospital | ||||||||
| 55 Fruit Street | Boston | MA | 02114 | 042697983 | 501(c)(3) | $5,000 | In vivo facet joint characteristics in patients with cervical spondylosis | |
| MedStar Health Research Institute | ||||||||
| 6525 Belcrest Road Suite 700 | Hyattsville | MD | 20782 | 526056274 | 501(c)(3) | $5,000 | The Effect of Skin Pigmentation on Evaluation of Distal Limb Ischemia | |
| Mayo Clinic | ||||||||
| 200 First Street SW | Rochester | MN | 55905 | 416011702 | 501(c)(3) | $5,000 | Baseball Statistics for Assessing Return to Play in Pitchers | |
| NYU Langone Medical Center | ||||||||
| One Park Avenue 17th floor | New York | NY | 10016 | 113556230 | 501(c)(3) | $89,999 | Targeting the Functional Safe-Zone with Robotic-Assisted THA | |
| Pennsylvania State University | ||||||||
| H138 500 University Drive | Hershey | PA | 17033 | 246000376 | 501(c)(3) | $5,000 | Shoulder immobilization following reverse total shoulder arthroplasty | |
| Stanford University | ||||||||
| 455 Broadway Street 2nd Floor | Redwood City | CA | 64063 | 941156365 | 501(c)(3) | $5,000 | Investigation of an Acellular Synthetic Implant for Bone Regeneration | |
| Rush University Medical Center | ||||||||
| 1653 W Congress Parkway | Chicago | IL | 60612 | 362174823 | 501(c)(3) | $50,000 | Application Materials for Improved Predictions of Orthopaedic Implant Fixation | |
| University of California San Francisco | ||||||||
| 3333 California St | San Francisco | CA | 94143 | 946036493 | 501(c)(3) | $5,000 | Epidemiology, Outcomes and Cost of Revision Total Hip and Knee Arthroplasty | |
| University of Cincinnati | ||||||||
| 51 Goodman Drive | Cincinnati | OH | 45221 | 316000989 | 501(c)(3) | $75,000 | Assessing Effects of EMR on Physician Well-Being using Smartphone Sensing | |
| University of Pennsylvania | ||||||||
| 3451 Walnut St | Philadelphia | PA | 19104 | 231352685 | 501(c)(3) | $5,000 | Limited Scar Resection for Chronic Achilles Repair: Use of a Rat Model | |
| University of California Los Angeles | ||||||||
| 10889 Wilshire Blvd | Los Angeles | CA | 90095 | 956006143 | 501(c)(3) | $5,000 | Macrophage Priming and Adoptive Transfers in Orthopaedic Implant Infections | |
| University of Pennsylvania | ||||||||
| 3451 Walnut St | Philadelphia | PA | 19104 | 231352685 | 501(c)(3) | $20,000 | A Novel Tissue Engineered Anatomic Joint Replacement for TMC Osteoarthritis | |
| University of Pittsburgh | ||||||||
| 3471 Fifth Avenue | Pittsburgh | PA | 15312 | 250965591 | 501(c)(3) | $20,000 | Heterotopic ossification in a murine model of lower extremity blast injury | |
| University of Pittsburgh | ||||||||
| 123 University Place | Pittsburgh | PA | 15312 | 250965591 | 501(c)(3) | $50,000 | Bilateral Knee Kinematics in High and Low-Functioning Patients After TKA | |
| The Rothman Institute | ||||||||
| 925 Chestnut Street | Philadelphia | PA | 19107 | 222620085 | 501(c)(3) | $44,037 | Photodynamic therapy for C. acnes decolonization of the shoulder dermis | |
| University of Florida | ||||||||
| 207 Grinter Hall | Gainesville | FL | 32611 | 596002052 | 501(c)(3) | $148,707 | Development of a Protocol to Evaluate Baseball Pitcher's Workload | |
| Washington University in St Louis | ||||||||
| One Brookings Drive | St Louis | MO | 63130 | 430653611 | 501(c)(3) | $50,000 | Understanding The Molecular Biology Of Shoulder Joint Degeneration | |
| Washington University in St Louis | ||||||||
| One Brookings Drive | St Louis | MO | 63130 | 430653611 | 501(c)(3) | $5,000 | In Vivo Analysis of 3D Printed Peripheral Nerve Conduits | |
| Wake Forest University | ||||||||
| PO Box 7528 | WinstonSalem | NC | 27109 | 156053213 | 501(c)(3) | $20,000 | Musculoskeletal Uses of Botulinum Toxins: A 30 Year Translational Journey at Wake Forest School of Medicine | |
| Orthopaedic Research Society | ||||||||
| 9400 West Higgins Road | Rosemont | IL | 60018 | 363180285 | 501(c)(3) | $5,000 | Clinician Scholar Career Development Program (CSDP) | |
| Yale University | ||||||||
| PO Box 208327 | New HAven | CT | 06520 | 060646973 | 501(c)(3) | $5,000 | Metastatic Breast Cancer and the Induction of Bone Resorption | |
| Rhode Island Hospital | ||||||||
| 593 Eddy Street | Providence | RI | 02903 | 956006143 | 501(c)(3) | $98,000 | Implementing allogeneic stem cells from cartilage graft in meniscus repair | |
| University of California Los Angeles | ||||||||
| 10889 Wilshire Blvd | Los Angeles | CA | 90095 | 050258954 | 501(c)(3) | $150,000 | Biologic Therapy to Prevent Osteoarthritis After ACL Injury | |
| University of Kentucky Research Foundation | ||||||||
| 500 South Limestone | Lexington | KY | 40506 | 616033693 | 501(c)(3) | $217,261 | Predictors of Persistent Pain and Performance in Patients with Fractures | |
| The University of Texas Health Science Center at Houston | ||||||||
| 7000 Fannin UTC 1006 | Houston | TX | 77030 | 741761309 | 501(c)(3) | $297,726 | Fracture Fixation Training using a Hybrid Simulator with Data Visualization | |
| Rhode Island Hospital | ||||||||
| 593 Eddy Street | Providence | RI | 02903 | 050258954 | 501(c)(3) | $5,000 | Initial Metacarpal Stability Following Thumb Carpometacarpal Arthroplasty | |
| University of Iowa Department of Orthopaedics & Rehabilitation | ||||||||
| 200 Hawkins Drive | Iowa City | IA | 52242 | 426004813 | 501(c)(3) | $5,000 | The Utility of Deltoid Ligament Reconstruction in Syndesmotic Injuries | |
| University of California Los Angeles | ||||||||
| 10889 Wilshire Blvd | Los Angeles | CA | 90095 | 956006143 | 501(c)(3) | $5,000 | The Promise of Photodynamic Therapy (PDT) for Implant Infection | |
| Stanford University | ||||||||
| 455 Broadway Street 2nd Floor | Redwood City | CA | 94063 | 941156365 | 501(c)(3) | $5,000 | Prospective Isolation of Skeletal Stem Cells from Human Fractures In Vivo | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Research Grants Committee is responsible for allocating research funding to advance research in the specialty of orthopaedics and is empowered to establish criteria for the allocation and distribution of philanthropic funds to advance research in the specialty of orthopaedics, implement and conduct independent peer review process to select research funding recipients, prepare and distribute necessary promotional information and application forms for research grants and awards and to accept and allocate or decline to allocate, at its sole and absolute discretion, grants and awards for research. One-year grant recipients receive 50% of the funds to start, then 40% after a six-month financial report is received. A final scientific and lay report within 60 days after the grant ends along with a final financial report is required. Once OREF has the final reports the remaining 10% of the funds are released. One-time award/educational grant/lectureship grants receive full payment after they are approved. Documentation is in the file for lectureships, educational programs and awards. Two or three-year grants are paid and spread over the term of the grant. 10% is withheld until all of the reports are received. Multi-year grant recipients submit annual scientific reports which are then reviewed by the original peer review committee member. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P Joanne Ray | ||||||||||||||
| CEO thru 8/2018 | $85,953 | $0 | $19,000 | $0 | $179,010 | $0 | $8,314 | $0 | $18,939 | $0 | $311,216 | $0 | $0 | $0 |
| Carol Wargo | ||||||||||||||
| Vice President of Corporat | $143,351 | $0 | $150 | $0 | $0 | $0 | $11,343 | $0 | $0 | $0 | $154,844 | $0 | $0 | $0 |
| Edward Hoover | ||||||||||||||
| Senior VP of Development | $138,544 | $0 | $3,000 | $0 | $0 | $0 | $11,245 | $0 | $1,914 | $0 | $154,703 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4a | FormAndLineReferenceDesc |
| Explanation | Joanne Ray, former CEO, received severance of $179,010 upon leaving the Organization in August 2018. Severence was included in her 2018 W-2. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Finance Committee reviewed and approved the Form 990. It was provided to the Board of Directors, who had an opportunity to review the return prior to filing. |
| Form 990, Part VI, Section B, line 12c | All Trustees annual conflict of interest statements are on file with the OREF CEO. The CEO reviews meeting agendas prior to the meeting and notifies leadership of any issues that need to be addressed before the discussions take place. Any individual who gives notice of a potential conflict is to abstain from participation in discussions related to that item. |
| Form 990, Part VI, Section B, line 15 | The Foundation has a formal process to determine the compensation of its CEO. The process includes the following: 1) Review and approval by the Board of Trustees or Compensation Committee; 2) Use of comparable compensation data; 3) Contemporaneous documentation and record keepping. |
| Form 990, Part VI, Section C, line 19 | The Foundation made its governing documents, conflict of interest policy, and financial statements available to the public upon request for the period of disclosure set forth in IRC Section 6104(d). |
| Form 990, Part XI, line 9: | Orthopaedic partner endowment distribution -1,119,295. Change in cash surrender value of life insurance policies 59,802. Change in charitable remainder trust receivable 250,458. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Charitable trusts | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |