ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION (EIN 36-6009467)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-12
- IRS object ID
- 201412249349300216
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-12T08:26:32-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366009467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orthopaedic Research and Education Foundation | BusinessNameLine1 |
| 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 | 6300 N River Road No 700 | AddressLine1 |
| City | Rosemont | City |
| State | IL | State |
| ZIP Code | 60018 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Donna Rebeck | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 8476989980 | PhoneNum |
| Signature | 2014-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wayne Harder | PreparerPersonNm |
| PTIN | P00294296 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Sharon Mellor | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 N River Road No 700 | AddressLine1 |
| City | Rosemont | City |
| State | IL | State |
| ZIP Code | 60018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,123,538 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oref.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The Orthopaedic Research and Education Foundation (OREF) mission is improving lives by supporting excellence in orthopaedic research. The Foundation's vision is that it will be the leader in supporting orthopaedic research to improve function, eliminate pain and restore mobility. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,154,975 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,370,076 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,440,615 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,270,492 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,595,590 | PYTotalRevenueAmt |
| CY Total Revenue | $7,640,568 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,934,530 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,313,800 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,833,467 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,809,388 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $87,500 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,619,818 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,451,193 | PYOtherExpensesAmt |
| CY Other Expenses | $1,301,549 | CYOtherExpensesAmt |
| PY Total Expenses | $10,219,190 | PYTotalExpensesAmt |
| CY Total Expenses | $7,512,237 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,623,600 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $128,331 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,158,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,971,473 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,783,681 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,462,780 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,374,990 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,508,693 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Orthopaedic Research and Education Foundation (OREF) mission is improving lives by supporting excellence in orthopaedic research. The Foundation's vision is that it will be the leader in supporting orthopaedic research to improve function, eliminate pain and restore mobility. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,297,773 | ExpenseAmt |
| Grant | $2,894,010 | GrantAmt |
| Desc | Clinician Development Program - Provides funding to academic institutions for fellowships, residency programs, and continuing medical education courses. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $945,033 | ExpenseAmt |
| Grant | $828,707 | GrantAmt |
| Desc | Grant Program The purpose of the Foundation is to support research into the causes and treatment of musculoskeletal diseases and injuries. OREF's niche is supporting surgeon-researchers and PhD-researchers across the spectrum of their careers. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $679,243 | ExpenseAmt |
| Grant | $591,083 | GrantAmt |
| Desc | For the new medical researcher in orthopaedics, OREF's grant programs offer a chance to develop their research interests. Through educational programming, OREF supports emerging talent to help them obtain the mentoring and data they need to go on to large-scale funding. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,922,049 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donna Rebeck | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476989980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 N River Road 700 | AddressLine1 |
| City | Rosemont | City |
| State | IL | State |
| ZIP Code | 600184261 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 |
|---|---|---|---|---|---|---|---|
| Ramon L Jimenez MD | |||||||
| President | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Richard J Haynes MD | |||||||
| Secretary & Vice Chair, Development | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| James G Borovsky | |||||||
| Treasurer | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| James D Heckman MD | |||||||
| Vice Chair, Research Grants | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Frank B Kelly Jr MD | |||||||
| Vice Chair, Educational Grants | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Thomas P Schmalzried MD | |||||||
| Vice Chair, Corporate Relations | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John J Callaghan MD | |||||||
| Chair-Elect | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| S Terrance Canale MD | |||||||
| Past Board Chair | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| R Tracy Ballock MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| James H Beaty MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeffrey R Binder | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Kevin J Bozic MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Farshid Guilak PhD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| John H Healey MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Shepard R Hurwitz MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard F Kyle MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| David G Lewallen MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Adolph V Lombardi Jr MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| William C McMaster MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael L Parks MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| E Anthony Rankin MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Santore MD | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard R Tarr | |||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Sharon Mellor | |||||||
| CEO | 50.00 | Yes (X) | $201,119 | $0 | $51,755 | ||
| Donna Rebeck | |||||||
| CFO/COO | 50.00 | Yes (X) | $147,324 | $0 | $46,179 | ||
| Ed Hoover | |||||||
| VP for Development | 40.00 | $108,032 | $0 | $21,083 | Yes (X) | ||
| Robert Payne VP of Corporate | |||||||
| Development & Strategic Philanthropy | 40.00 | $121,122 | $0 | $5,918 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $577,597 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $124,935 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 | $6,370,076 | AllOtherContributionsAmt |
| Noncash Contributions | $158,054 | NoncashContributionsAmt |
| Total Contributions | $6,370,076 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $872,830 | TotalRevenueColumnAmt |
| Exclusion | $872,830 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,880,632 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,482,970 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $397,662 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $397,662 | TotalRevenueColumnAmt |
| Exclusion | $397,662 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,640,568 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,270,492 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,313,800 | TotalAmt |
| Program Services | $4,313,800 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $785,833 | TotalAmt |
| Program Services | $185,530 | ProgramServicesAmt |
| Management And General | $152,169 | ManagementAndGeneralAmt |
| Fundraising | $448,134 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $588,670 | TotalAmt |
| Program Services | $182,732 | ProgramServicesAmt |
| Management And General | $121,417 | ManagementAndGeneralAmt |
| Fundraising | $284,521 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,346 | TotalAmt |
| Program Services | $55,153 | ProgramServicesAmt |
| Management And General | $35,075 | ManagementAndGeneralAmt |
| Fundraising | $103,118 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,963 | TotalAmt |
| Program Services | $37,730 | ProgramServicesAmt |
| Management And General | $31,030 | ManagementAndGeneralAmt |
| Fundraising | $79,203 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,576 | TotalAmt |
| Program Services | $25,908 | ProgramServicesAmt |
| Management And General | $17,235 | ManagementAndGeneralAmt |
| Fundraising | $50,433 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,363 | TotalAmt |
| Management And General | $62,363 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,458 | TotalAmt |
| Management And General | $39,458 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,400 | TotalAmt |
| Management And General | $31,400 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,500 | TotalAmt |
| Fundraising | $87,500 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,033 | TotalAmt |
| Management And General | $61,033 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,428 | TotalAmt |
| Management And General | $8,428 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,055 | TotalAmt |
| Program Services | $31,010 | ProgramServicesAmt |
| Management And General | $2,990 | ManagementAndGeneralAmt |
| Fundraising | $219,055 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,917 | TotalAmt |
| Program Services | $12,566 | ProgramServicesAmt |
| Management And General | $20,927 | ManagementAndGeneralAmt |
| Fundraising | $54,424 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,545 | TotalAmt |
| Program Services | $16,650 | ProgramServicesAmt |
| Management And General | $9,616 | ManagementAndGeneralAmt |
| Fundraising | $26,279 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,176 | TotalAmt |
| Program Services | $27,073 | ProgramServicesAmt |
| Management And General | $16,323 | ManagementAndGeneralAmt |
| Fundraising | $45,780 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,440 | TotalAmt |
| Program Services | $15,731 | ProgramServicesAmt |
| Management And General | $76,593 | ManagementAndGeneralAmt |
| Fundraising | $27,116 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,022 | TotalAmt |
| Program Services | $16,280 | ProgramServicesAmt |
| Management And General | $60,209 | ManagementAndGeneralAmt |
| Fundraising | $56,533 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,781 | TotalAmt |
| Management And General | $12,781 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,831 | TotalAmt |
| Management And General | $27,831 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Life Insurance Premiums | $153,966 | $153,966 | |
| Bad Debt | $113,850 | $113,850 | |
| Dues and Subscriptions | $10,291 | $4,607 | $5,684 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,993 | TotalAmt |
| Program Services | $1,886 | ProgramServicesAmt |
| Management And General | $24,919 | ManagementAndGeneralAmt |
| Fundraising | $18,188 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,512,237 | TotalAmt |
| Program Services | $4,922,049 | ProgramServicesAmt |
| Management And General | $970,370 | ManagementAndGeneralAmt |
| Fundraising | $1,619,818 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,060,239 | BOYAmt |
| EOY | $5,467,304 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,928,158 | BOYAmt |
| EOY | $2,945,409 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,692 | BOYAmt |
| EOY | $45,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $275,867 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $255,890 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,038 | BOYAmt |
| EOY | $19,977 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,456,013 | BOYAmt |
| EOY | $27,475,298 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,645,531 | BOYAmt |
| EOY | $5,018,092 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,158,671 | BOYAmt |
| EOY | $40,971,473 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,780 | BOYAmt |
| EOY | $313,465 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,453,656 | BOYAmt |
| EOY | $4,377,547 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,079,245 | BOYAmt |
| EOY | $1,771,768 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,783,681 | BOYAmt |
| EOY | $6,462,780 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,870,121 | BOYAmt |
| EOY | -$1,894,543 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,453,196 | BOYAmt |
| EOY | $4,178,154 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,791,915 | BOYAmt |
| EOY | $32,225,082 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,374,990 | BOYAmt |
| EOY | $34,508,693 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,158,671 | BOYAmt |
| EOY | $40,971,473 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $128,331 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,018,931 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$13,559 | 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 | $18,494,916 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,123,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,034,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,154,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,370,076 | CurrentTaxYearAmt |
| Total | $63,178,014 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,494,916 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,123,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,034,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,154,975 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,370,076 | CurrentTaxYearAmt |
| Total | $63,178,014 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $32,045,549 | SubstantialContributorsTotAmt |
| Public Support Total170 | $31,132,465 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $543,458 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $433,142 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $732,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $720,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $872,830 | CurrentTaxYearAmt |
| Total | $3,302,128 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $66,480,142 | TotalSupportAmt |
| Public Support CY170 | 0.46830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,563,123 | BeginningYearBalanceAmt |
| Contributions | $1,023,628 | ContributionsAmt |
| Investment Earnings Or Losses | $2,442,972 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $29,029,723 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,816,303 | BeginningYearBalanceAmt |
| Contributions | $2,539,740 | ContributionsAmt |
| Investment Earnings Or Losses | $2,207,080 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $25,563,123 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,836,981 | BeginningYearBalanceAmt |
| Contributions | $887,174 | ContributionsAmt |
| Investment Earnings Or Losses | -$763,804 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,144,048 | GrantsOrScholarshipsAmt |
| End Year Balance | $20,816,303 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,192,293 | BeginningYearBalanceAmt |
| Contributions | $863,972 | ContributionsAmt |
| Investment Earnings Or Losses | $2,024,961 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,244,245 | GrantsOrScholarshipsAmt |
| End Year Balance | $21,836,981 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,293,162 | BeginningYearBalanceAmt |
| Contributions | $1,264,815 | ContributionsAmt |
| Investment Earnings Or Losses | $3,574,561 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,940,245 | GrantsOrScholarshipsAmt |
| End Year Balance | $20,192,293 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03580 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96420 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,201 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,201 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $253,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $233,689 | DepreciationAmt |
| Book Value | $19,977 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,977 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Charitable Remainder Trusts Receivable | $2,796,563 |
| Cash Surrender Value of Life Insurance | $1,949,373 |
| Other Receivables | $272,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,018,092 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,645,367 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,018,931 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$13,559 | OtherRevenueAmt |
| Revenue Not Reported | $1,005,372 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,639,995 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $573 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $573 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,640,568 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,511,664 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,511,664 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $573 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $573 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,512,237 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | On behalf of twenty-nine orthopaedic organizations, the Foundation solicits contributions which it administers funds, performs recordkeeping and provides grants as requested by those organizations. |
| Part V, Line 4: | The endowment funds are invested in a well-diversified portfolio and disbursements are made as outlined in an endowment spending policy to award research and educational grants and to support the Foundation's mission. |
| Part X, Line 2: | The Foundation, an Illinois nonprofit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. The Foundation follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under the guidance, the Foundation may recognize the tax benefits from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Foundation and various positions related to potential sources of unrelated business taxable income. As of December 31, 2013, there were no unrecognized tax benefits identified or recorded as liabilities. The Foundation files Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Foundation is no longer subject to examination by the Internal Revenue Service for years before 2010. |
| Part XI, Line 2d - Other Adjustments: | Change in Cash Surrender Value of Life Insurance Policies 129,995. Change in Value of Charitable Remainder Trusts -143,554. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Association Development Solutions | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 Shuman Blvd Ste 300 | AddressLine1 |
| City | Naperville | City |
| State | IL | State |
| ZIP Code | 60563 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Campaign planning solicitation advice | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $87,500 | RetainedByContractorAmt |
| Net To Organization | -$87,500 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $87,500 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$87,500 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (142 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| American Academy of Orthopaedic Surgeons | ||||||||
| 6300 N River Road | Rosemont | IL | 60018 | 362110592 | 501(c)(3) | $5,000 | 2013 AAOS/OREF/ORS Clinician Scholar Development Program | |
| American Academy of Orthopaedic Surgeons | ||||||||
| 6300 N River Road | Rosemont | IL | 60018 | 362110592 | 501(c)(3) | $40,000 | 2013 Annual Unrestricted Educational Grant | |
| American Orthopaedic Association | ||||||||
| 6300 N River Road | Rosemont | IL | 60018 | 136118458 | 501(c)(3) | $15,000 | 2013 AOA-OREF Resident Leadership Forum | |
| Banner Health | ||||||||
| 1441 N 12th Street 3rd Floor | Phoenix | AZ | 85006 | 450233470 | 501(c)(3) | $5,515 | OREF Residency Enhancement Grant | |
| Barton Health Lake Tahoe | ||||||||
| PO Box 11889 | Zephyr Cove | NV | 89448 | 946050274 | 501(c)(3) | $25,000 | 2013 GME Fellowship Grant in Sports Medicine | |
| Baylor University Medical Center Dallas TX | ||||||||
| 3500 Gaston Avenue | Dallas | TX | 75246 | 751921898 | 501(c)(3) | $25,000 | 2013 GME Fellowship Grant in Foot and Ankle | |
| Beaumont Health System | ||||||||
| 3535 W 13 Mile Road Suite 604 | Royal Oak | MI | 48073 | 381459362 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine | |
| Beaumont Health System | ||||||||
| 3535 W 13 Mile Road Suite 604 | Royal Oak | MI | 48073 | 381459362 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| Boston Children's Hospital Harvard Medical School | ||||||||
| 300 Longwood Avenue | Boston | MA | 02115 | 042970129 | 501(c)(3) | $30,000 | Development and Validation of a Pediatric Activity Scale | |
| Boston Children's Hospital Harvard Medical School | ||||||||
| 300 Longwood Avenue | Boston | MA | 02115 | 042970129 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Boston University School of Medicine | ||||||||
| Boston Medical Center Department of | Boston | MA | 021182393 | 043354360 | 501(c)(3) | $5,000 | Effects of Continuous Femoral Nerve Blockade on Post-Operative Pain Control and Knee Rehabilitation Following Operative Fixation of Tibial Plateau Fractures | Orthopaedic Surgery |
| Boston University School of Medicine | ||||||||
| Boston Medical Center Department of | Boston | MA | 021182393 | 043354360 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine | Orthopaedic Surgery |
| Brigham and Women's Hospital | ||||||||
| 75 Francis Street | Boston | MA | 02115 | 042312909 | 501(c)(3) | $25,000 | 2013 GME Fellowship Grant in Sports Medicine | |
| Brigham and Women's Hospital | ||||||||
| 75 Francis Street | Boston | MA | 02115 | 042312909 | 501(c)(3) | $31,250 | 2013 GME Fellowship Grant in Shoulder and Elbow | |
| Brigham and Women's Hospital | ||||||||
| 75 Francis Street | Boston | MA | 02115 | 042312909 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Brigham and Women's Hospital | ||||||||
| 75 Francis Street | Boston | MA | 02115 | 042312909 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| Cedars Sinai Medical Center | ||||||||
| 8797 Beverly Boulevard 250 | Los Angeles | CA | 90048 | 951644600 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Children's Hospital of Los Angeles | ||||||||
| 4650 Sunset Boulevard 69 | Los Angeles | CA | 900276062 | 951690977 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Cincinnati Children's Hospital Medical Center | ||||||||
| 3333 Burnet Avenue MLC2017 | Cincinnati | OH | 452293039 | 310833936 | 501(c)(3) | $225,000 | The Role of Muscle Satellite Cells in Contracture Formation Following Neonatal Brachial Plexus Injury | |
| Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | 340714585 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Columbia University Medical Center | ||||||||
| 622 W 168th Street PH 11 | New York | NY | 10032 | 135598093 | 501(c)(3) | $5,000 | Investigation of the Mechanism of Action and a Novel Therapeutic Application of a Caspase 1 Inhibitor in the Setting of Inflammatory Osteolysis | |
| Columbia University Medical Center | ||||||||
| 622 W 168th Street PH 11 | New York | NY | 10032 | 135598093 | 501(c)(3) | $24,090 | Intra- and Inter-Observer Reliability of the Video-Assisted Drop Vertical Jump Screening Test for ACL Injury Risk | |
| Columbia University Medical Center | ||||||||
| 622 W 168th Street PH 11 | New York | NY | 10032 | 135598093 | 501(c)(3) | $46,437 | Effect of Nicotine on Rotator Cuff Structure and Healing | |
| Columbia University Medical Center | ||||||||
| 622 W 168th Street PH 11 | New York | NY | 10032 | 135598093 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| DD Eisenhower Army Medical Center | ||||||||
| Orthopaedic Service | Ft Gordon | GA | 30905 | 582045292 | 501(c)(3) | $5,515 | 2013 GME Residency Enhancement Grant | |
| Duke University | ||||||||
| 375 MSRB Research Drive Box 3093 | Durham | NC | 27710 | 560532129 | 501(c)(3) | $50,000 | Improving Osteoarthritis Pain and Function Through Intra-Articular Depot Delivery of Small Molecule Therapeutics | |
| Emory University School of Medicine | ||||||||
| 59 Executive Park South Suite 3000 | Atlanta | GA | 30329 | 580566256 | 501(c)(3) | $25,000 | 2013 GME Fellowship Grant in Oncology | |
| Emory University School of Medicine | ||||||||
| 59 Executive Park South Suite 3000 | Atlanta | GA | 30329 | 580566256 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Emory University School of Medicine | ||||||||
| 59 Executive Park South Suite 3000 | Atlanta | GA | 30329 | 580566256 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| Foundation for Orthopaedic Athletic and Reconstructive Research | ||||||||
| 6410 Fanin Suite 1535 | Houston | TX | 77030 | 760257078 | 501(c)(3) | $31,250 | 2013 GME Fellowship Grant in Shoulder and Elbow | |
| Foundation for Orthopaedic Athletic and Reconstructive Research | ||||||||
| 6410 Fanin Suite 1535 | Houston | TX | 77030 | 760257078 | 501(c)(3) | $31,300 | 2013 GME Fellowship Grant in Spine Care | |
| Foundation for Orthopaedic Research and Education Inc | ||||||||
| 13020 N Telecom Parkway | Temple Terrace | FL | 33637 | 593555349 | 501(c)(3) | $25,000 | 2013 GME Fellowship Grant in Trauma | |
| Foundation for Orthopaedic Research and Education Inc | ||||||||
| 13020 N Telecom Parkway | Temple Terrace | FL | 33637 | 593555349 | 501(c)(3) | $31,250 | 2013 GME Fellowship Grant in Shoulder and Elbow | |
| Foundation for Orthopaedic Research and Education Inc | ||||||||
| 13020 N Telecom Parkway | Temple Terrace | FL | 33637 | 593555349 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Foundation for Orthopaedic Research and Education Inc | ||||||||
| 13020 N Telecom Parkway | Temple Terrace | FL | 33637 | 593555349 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| Genesys Health Foundation | ||||||||
| One Genesys Parkway | Grand Blanc | MI | 48439 | 383591148 | 501(c)(3) | $5,515 | 2013 GME Residency Enhancement Grant | |
| Grand Rapids Medical Education and Research Center | ||||||||
| 300 Lafayette SE 3400 | Grand Rapids | MI | 49503 | 237270669 | 501(c)(3) | $25,000 | 2013 GME Fellowship Grant in Foot and Ankle | |
| Hospital for Special Surgery Cornell University Medical College | ||||||||
| 535 E 70th Street | New York | NY | 10021 | 131624135 | 501(c)(3) | $20,000 | Scapular Kinematics of Healthy Controls and Individuals with Asymptomatic Rotator Cuff Tears | |
| Hospital for Special Surgery Cornell University Medical College | ||||||||
| 535 E 70th Street | New York | NY | 10021 | 131624135 | 501(c)(3) | $41,531 | The Effect of Health Care Supply on Hip Fracture Treatment: A Population-based Approach to Identify New Opportunities for Quality Improvement | |
| Hospital for Special Surgery Cornell University Medical College | ||||||||
| 535 E 70th Street | New York | NY | 10021 | 131624135 | 501(c)(3) | $57,220 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| Indiana University | ||||||||
| 541 Clinical Drive Suite 600 | Indianapolis | IN | 462025111 | 356001673 | State of Indiana | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| Johns Hopkins University | ||||||||
| 733 N Broadway Suite 117 | Baltimore | MD | 21205 | 520595110 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Adult Spine Care | |
| Johns Hopkins University | ||||||||
| 733 N Broadway Suite 117 | Baltimore | MD | 21205 | 520595110 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Pediatric Spine Care | |
| Keller Army Community Hospital US Military Academy | ||||||||
| 900 Washington Road | West Point | NY | 10996 | 911593913 | 501(c)(3) | $25,000 | 2013 GME Fellowship Grant in Sports Medicine | |
| Lurie Children's Hospital of Chicago | ||||||||
| 225 E Chicago Avenue | Chicago | IL | 60611 | 362170833 | 501(c)(3) | $5,000 | Vitamin D and Fracture Risk in the Pediatric Population | |
| Marshall University University Orthopaedic Services | ||||||||
| 1801 Sixth Avenue | Huntington | WV | 25703 | 550564945 | 501(c)(3) | $5,515 | 2013 GME Residency Enhancement Grant | |
| Massachusetts General Hospital | ||||||||
| GRB 6 32 Fruit Street | Boston | MA | 02114 | 042697983 | 501(c)(3) | $5,000 | Determination of Morphologically Similar Areas of Articular Cartilage in the Knee and Elbow Joint - Implications for OATS Procedure | |
| Massachusetts General Hospital | ||||||||
| GRB 6 32 Fruit Street | Boston | MA | 02114 | 042697983 | 501(c)(3) | $25,000 | 2013 GME Fellowship Grant in Oncology | |
| Massachusetts General Hospital | ||||||||
| GRB 6 32 Fruit Street | Boston | MA | 02114 | 042697983 | 501(c)(3) | $25,000 | 2013 GME Fellowship Grant in Trauma | |
| Massachusetts General Hospital | ||||||||
| GRB 6 32 Fruit Street | Boston | MA | 02114 | 042697983 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Massachusetts General Hospital | ||||||||
| GRB 6 32 Fruit Street | Boston | MA | 02114 | 042697983 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| Mayo Clinic - Jacksonville | ||||||||
| 4500 San Pablo Road | Jacksonville | FL | 32224 | 593337028 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| Mayo Clinic Medical School | ||||||||
| 200 First Street SW | Rochester | MN | 55905 | 416011702 | 501(c)(3) | $31,250 | 2013 GME Fellowship Grant in Shoulder and Elbow | |
| Mayo Clinic Medical School | ||||||||
| 200 First Street SW | Rochester | MN | 55905 | 416011702 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Mayo Clinic Medical School | ||||||||
| 200 First Street SW | Rochester | MN | 55905 | 416011702 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| Medical University of South Carolina College of Medicine | ||||||||
| 200 First Street SW | Charleston | SC | 29425 | 576000722 | 501(c)(3) | $5,515 | 2013 GME Residency Enhancement Grant | |
| Montefiore Medical Center-Albert Einstein College of Med | ||||||||
| 1695 Eastchester Road 2nd Floor | Bronx | NY | 10461 | 131740114 | 501(c)(3) | $5,515 | 2013 GME Residency Enhancement Grant | |
| Mount Sinai School of Medicine | ||||||||
| Box 1188 One Gustave L Levy Place | New York | NY | 100296574 | 136171197 | 501(c)(3) | $25,000 | The Effect of Esomeprazole Magnesium on Incidence of Dysphagia Following Anterior Cervical Spine Surgery: A Prospective, Randomized, Double-Blinded, Placebo-Controlled Study | |
| Mount Sinai School of Medicine | ||||||||
| Box 1188 One Gustave L Levy Place | New York | NY | 100296574 | 136171197 | 501(c)(3) | $31,250 | 2013 GME Fellowship Grant in Shoulder and Elbow | |
| Mount Sinai School of Medicine | ||||||||
| Box 1188 One Gustave L Levy Place | New York | NY | 100296574 | 136171197 | 501(c)(3) | $50,000 | Notochordal Cells Release Anti-Neural and Anti-Vascular Factors that can be used to Treat Discogenic Pain | |
| New England Baptist Hospital | ||||||||
| 125 Parker Hill Avenue | Boston | MA | 02120 | 042103612 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| New England Baptist Hospital | ||||||||
| 125 Parker Hill Avenue | Boston | MA | 02120 | 042103612 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| New York University - Hospital for Joint Diseases | ||||||||
| 301 E 17th Street | New York | NY | 10003 | 135562308 | 501(c)(3) | $31,250 | 2013 GME Fellowship Grant in Shoulder and Elbow | |
| New York University - Hospital for Joint Diseases | ||||||||
| 301 E 17th Street | New York | NY | 10003 | 135562308 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| Northwestern University Medical School | ||||||||
| 676 North St Clair Suite 1350 | Chicago | IL | 60611 | 362167817 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Ohio State University | ||||||||
| 410 West 10th Avenue N-1043 Doan | Columbus | OH | 43210 | 316025986 | State of Ohio | $5,000 | Adipokines in Spinal Fusion: Do They Play a Role? | Hall |
| Orlando Regional Healthcare | ||||||||
| 1314 Kuhl Avenue | Orlando | FL | 32806 | 591726273 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| OrthoCarolina Research Institute Inc | ||||||||
| 1915 Randolph Road | Charlotte | NC | 28207 | 010648145 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| Orthopaedic Research Foundation | ||||||||
| 8450 Northwest Boulevard | Indianapolis | IN | 46278 | 351691013 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Orthopaedic Research Society | ||||||||
| 6300 N River Road | Rosemont | IL | 60018 | 363180285 | 501(c)(3) | $15,000 | Grant Writing Workshops, 2013 | |
| Pennsylvania State UniversityMilton S Hershey Medical Center | ||||||||
| PO Box 850 | Hershey | PA | 170330850 | 246000376 | 501(c)(3) | $50,000 | Biomechanical Assessment of a Novel Humeral Head Anterior-Offsetting Technique for Difficult Shoulder Arthroplasty with Posterior Instability | |
| Providence Hospital | ||||||||
| St John Providence Health System PO | Southfield | MI | 48037 | 381358212 | 501(c)(3) | $5,000 | PRP vs. Kenalog: An In Vitro Comparison of Gene Expression Changes in Osteoarthritic Human Chondrocytes | Box 2043 |
| Rady Children's Hospital and Health Center | ||||||||
| 3030 Childrens Way Suite 410 | San Diego | CA | 92123 | 810566710 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Rush University Medical Center | ||||||||
| 1653 West Congress Parkway | Chicago | IL | 60612 | 362174823 | 501(c)(3) | $5,000 | Three-Dimensional Characterization of Acetabular Pincer Lesions | |
| Rush University Medical Center | ||||||||
| 1653 West Congress Parkway | Chicago | IL | 60612 | 362174823 | 501(c)(3) | $5,515 | 2013 GME Residency Enhancement Grant | |
| Rush University Medical Center | ||||||||
| 1653 West Congress Parkway | Chicago | IL | 60612 | 362174823 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| San Diego Center for Spinal Disorders | ||||||||
| 4130 La Jolla Village Drive Suite | La Jolla | CA | 92037 | 201863911 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | 300 |
| Shriners Hospitals for Children Northern California | ||||||||
| 2425 Stockton Boulevard | Sacramento | CA | 95819 | 362193608 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Shriners Hospitals for Children Philadelphia | ||||||||
| 3551 North Broad Street | Philadelphia | PA | 19140 | 362193608 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Southern Illinois University | ||||||||
| 701 North 1st Street PO Box 19679 | Springfield | IL | 627949679 | 376005961 | State of Illinois | $5,515 | 2013 GME Residency Enhancement Grant | |
| Southern Illinois University | ||||||||
| 701 North 1st Street PO Box 19679 | Springfield | IL | 627949679 | 376005961 | State of Illinois | $50,000 | Evaluation of Tissue Engineered Composites for Bone Regeneration Using Stem Cell Molecular and Gene Analysis | |
| Stanford University School of Medicine | ||||||||
| 450 Broadway Street MC 6342 | Redwood City | CA | 94063 | 941156365 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| State University of New York at Buffalo School of Medicine | ||||||||
| 162K Farber Hall University at | Buffalo | NY | 14214 | 161372561 | 501(c)(3) | $25,000 | 2013 GME Fellowship Grant in Sports Medicine | Buffalo |
| Texas Back Institute | ||||||||
| 6020 West Parker Raod Suite 200 | Plano | TX | 75093 | 752050380 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Texas Scottish Rite Hospital for Children | ||||||||
| 2222 Welborn Street | Dallas | TX | 75219 | 750818178 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| The Steadman Clinic - Steadman Philippon Research Institute | ||||||||
| 181 West Meadow Drive | Vail | CO | 81657 | 841415470 | 501(c)(3) | $20,000 | Improving Outcomes for Posterolateral Knee Injuries - Running Title: The Posterolateral Corner of the Knee | |
| Thomas Jefferson University Rothman Institute | ||||||||
| 925 Chestnut Street | Philadelphia | PA | 19107 | 222620085 | 501(c)(3) | $23,500 | The Effect of Elevated Synovial Cholesterol Levels in Rotator Cuff Tendon Injury | |
| Thomas Jefferson University Rothman Institute | ||||||||
| 925 Chestnut Street | Philadelphia | PA | 19107 | 222620085 | 501(c)(3) | $150,000 | Serum Molecular Markers: A Potential Guide for Reimplantation After Resection Arthroplasty for Periprosthetic Joint Infection | |
| Tripler Army Medical Center | ||||||||
| 1 Jarrett-White Road | Honolulu | HI | 968595000 | 521317896 | 501(c)(3) | $5,515 | 2013 GME Residency Enhancement Grant | |
| Tulane University School of Medicine | ||||||||
| 1430 Tulane Avenue SL 32 | New Orleans | LA | 70112 | 720423889 | 501(c)(3) | $5,515 | 2013 GME Residency Enhancement Grant | |
| Union Memorial Hospital | ||||||||
| 201 East University Parkway | Baltimore | MD | 21218 | 520591685 | 501(c)(3) | $5,515 | 2013 GME Residency Enhancement Grant | |
| United States Bone and Joint DecadeInitiative | ||||||||
| 6300 North River Road | Rosemont | IL | 60018 | 134223933 | 501(c)(3) | $5,000 | USBJDI Young Investigators Initiative 2013 | |
| University of Arizona College of Medicine | ||||||||
| HSC PO Box 245064 | Tucson | AZ | 85724 | 742652689 | 501(c)(3) | $50,000 | Ultrasound Elasticity Imaging for the Diagnosis of Human PTTD | |
| University of California Davis | ||||||||
| 4860 Y Street Suite 3800 | Sacramento | CA | 95817 | 946038494 | State of California | $20,000 | Covalent Targeting Delivery Project | |
| University of California Davis | ||||||||
| 4860 Y Street Suite 3800 | Sacramento | CA | 95817 | 946038494 | State of California | $25,000 | 2013 GME Fellowship Grant in Sports Medicine | |
| University of California Davis | ||||||||
| 4860 Y Street Suite 3800 | Sacramento | CA | 95817 | 946038494 | State of California | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| University of California Davis | ||||||||
| 4860 Y Street Suite 3800 | Sacramento | CA | 95817 | 946038494 | State of California | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| University of California Davis | ||||||||
| 4860 Y Street Suite 3800 | Sacramento | CA | 95817 | 946038494 | State of California | $100,000 | Bioengineering Implantable Bone Tissue Using Allogenic and Autologous Mesenchymal Stem Cells | |
| University of California Los Angeles UCLA School of Med | ||||||||
| 10945 Le Conte Avenue PVUB3355 | Los Angeles | CA | 90095 | 956006143 | State of California | $5,000 | Real-time Detection of Infection in a Critical Bone Defect Model in Mice | |
| University of California Los Angeles UCLA School of Med | ||||||||
| 10945 Le Conte Avenue PVUB3355 | Los Angeles | CA | 90095 | 956006143 | State of California | $5,515 | 2013 GME Residency Enhancement Grant | |
| University of California Los Angeles UCLA School of Med | ||||||||
| 10945 Le Conte Avenue PVUB3355 | Los Angeles | CA | 90095 | 956006143 | State of California | $20,000 | In Vivo Evaluation of Tissue-Engineered Constructs for Anterior Cruciate Ligament Reconstruction | |
| University of California Los Angeles UCLA School of Med | ||||||||
| 10945 Le Conte Avenue PVUB3355 | Los Angeles | CA | 90095 | 956006143 | State of California | $50,000 | Protecting Implants from Infection: Implant Coatings and Their Effects on Osteointegration | |
| University of California San Diego School of Medicine | ||||||||
| 200 West Arbor Drive MC8894 | San Diego | CA | 921038894 | 943067788 | State of California | $5,000 | Novel Decellularization Process of Peripheral Nerve Allograft and Outcomes Following Implantation into a Rat Sciatic Nerve Injury Model | |
| University of California San Diego School of Medicine | ||||||||
| 200 West Arbor Drive MC8894 | San Diego | CA | 921038894 | 943067788 | State of California | $5,000 | Three Dimensional Analysis of the Growth Plate and Intervertebral Cellular Responses to Spinal Growth Modulation in the Fusionless Treatment of Scoliosis: A Pilot Study in an Immature Porcine Model | |
| University of California San Diego School of Medicine | ||||||||
| 200 West Arbor Drive MC8894 | San Diego | CA | 921038894 | 943067788 | State of California | $31,290 | 2013 GME Fellowsing Grant in Spine Care | |
| University of California San Francisco School of Medicine | ||||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | State of California | $5,000 | The Effect of Screening for Nasal Carriers of Staphylococcus Aureus and Treatment with Topical Mupirocin on Incidence of Surgical Site Infection After Operative Fracture Fixation | |
| University of California San Francisco School of Medicine | ||||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | State of California | $5,515 | 2013 Residency Enhancement Grant | |
| University of California San Francisco School of Medicine | ||||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | State of California | $20,000 | Smad4 Effects on Physis Morphogenesis and Chondrocyte Polarity | |
| University of California San Francisco School of Medicine | ||||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | State of California | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| University of California San Francisco School of Medicine | ||||||||
| 500 Parnassus Avenue | San Francisco | CA | 94143 | 946036493 | State of California | $224,172 | The Molecular Pathophysiology of Muscle Atrophy and Fatty Infiltration After Massive Rotator Cuff Tears | |
| University of Chicago | ||||||||
| 5841 South Maryland MC3079 | Chicago | IL | 60637 | 362177139 | 501(c)(3) | $5,000 | Effect of BMP-14 and IGF-1 Combination Gene Therapy on Tendon Healing | |
| University of Colorado School of Medicine Denver | ||||||||
| 4701 E 9th Avenue Box E203 | Denver | CO | 80262 | 846000555 | State of Colorado | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| University of Colorado School of Medicine Denver | ||||||||
| 4701 E 9th Avenue Box E203 | Denver | CO | 80262 | 846000555 | State of Colorado | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| University of Florida College of Medicine | ||||||||
| 3450 Hull Road | Gainesville | FL | 32607 | 596002052 | 501(c)(3) | $5,515 | 2013 GME Residency Enhancement Grant | |
| University of Florida College of Medicine | ||||||||
| 3450 Hull Road | Gainesville | FL | 32607 | 596002052 | 501(c)(3) | $25,000 | 2013 GME Fellowship Grant in Oncology | |
| University of Florida College of Medicine | ||||||||
| 3450 Hull Road | Gainesville | FL | 32607 | 596002052 | 501(c)(3) | $31,250 | 2013 GME Fellowship Grant in Shoulder and Elbow | |
| University of Iowa College of Medicine | ||||||||
| 200 Hawkins Drive | Iowa City | IA | 522421088 | 426004813 | 501(c)(3) | $5,000 | Acetabular Prosthesis Protrusion After Medial Acetabular Wall Breach in Total Hip Arthroplasty: A Cadaveric Biomechanical Study | |
| University of Iowa College of Medicine | ||||||||
| 200 Hawkins Drive | Iowa City | IA | 522421088 | 426004813 | 501(c)(3) | $20,000 | The Role of Osteoclasts in the Growth and Metastasis of Chondrosarcoma: A Mammal Model | |
| University of Louisville School of Medicine | ||||||||
| Health Science Center Building A | Louisville | KY | 40292 | 611029626 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | Room 1115 |
| University of Maryland School of Medicine | ||||||||
| 22 S Greene Street S11B | Baltimore | MD | 21201 | 522238893 | 501(c)(3) | $5,515 | 2013 GME Residency Enhancement Grant | |
| University of Minnesota - Minneapolis | ||||||||
| 200 Oak Street SE | Minneapolis | MN | 55455 | 416007513 | State of Minnesota | $25,000 | 2013 GME Fellowship Grant in Trauma | |
| University of Mississippi School of Medicine | ||||||||
| 2500 N State Street | Jackson | MS | 39216 | 646008520 | State of Mississippi | $5,000 | Effect of P2Y12 Receptor Blockade Upon Function of ADP-Treated Osteoblasts | |
| University of Pennsylvania | ||||||||
| McKay Laboratories 424 Stemmler | Philadelphia | PA | 191046081 | 231352685 | 501(c)(3) | $5,515 | 2013 GME Residency Enhancement Grant | Hall |
| University of Pennsylvania | ||||||||
| McKay Laboratories 424 Stemmler | Philadelphia | PA | 191046081 | 231352685 | 501(c)(3) | $20,000 | The Effect of Early Mobilization After Surgical Repair of an Achilles Tendon Rupture in a Rat Model | Hall |
| University of Tennessee Campbell Clinic | ||||||||
| 1211 Union Avenue Suite 510 | Memphis | TN | 38104 | 620548038 | 501(c)(3) | $5,515 | 2013 GME Residency Enhancement Grant | |
| University of Utah School of Medicine | ||||||||
| 590 Wakara Way | Salt Lake City | UT | 84108 | 876000525 | State of Utah | $50,000 | Discovering Novel Small Molecules for Treating Synovial Sarcoma in the Orthopaedic Oncology Patient | |
| University of Utah School of Medicine | ||||||||
| 590 Wakara Way | Salt Lake City | UT | 84108 | 876000525 | State of Utah | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| University of Washington School of Medicine | ||||||||
| Department of Orthopaedics | Seattle | WA | 981042499 | 916001537 | State of Washington | $31,290 | 2013 GME Fellowship Grant in Spine Care | Harborview Medical Center |
| Vanderbilt University School of Medicine | ||||||||
| Medical Center East | Nashville | TN | 372328774 | 620476822 | 501(c)(3) | $5,000 | Characterizing the Coagulation States of Patients with Isolated Femur Fractures Treated with Reamed Intramedullary Nailing Intraoperatively and Postoperatively Using a Novel Coagulation Assay | |
| Vanderbilt University School of Medicine | ||||||||
| Medical Center East | Nashville | TN | 372328774 | 620476822 | 501(c)(3) | $5,000 | Typing Proficiency Following Carpal Tunnel Release | |
| Vanderbilt University School of Medicine | ||||||||
| Medical Center East | Nashville | TN | 372328774 | 620476822 | 501(c)(3) | $5,515 | 2013 GME Residency Enhancement Grant | |
| Vanderbilt University School of Medicine | ||||||||
| Medical Center East | Nashville | TN | 372328774 | 620476822 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Vanderbilt University School of Medicine | ||||||||
| Medical Center East | Nashville | TN | 372328774 | 620476822 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| Wake Forest University Health Sciences | ||||||||
| Medical Center Boulevard | WinstonSalem | NC | 271571070 | 223849199 | 501(c)(3) | $20,000 | A Novel Xenograft-derived Bone Scaffold for Improved Treatment of Critical Bone Defects | |
| Wake Forest University Health Sciences | ||||||||
| Medical Center Boulevard | WinstonSalem | NC | 271571070 | 223849199 | 501(c)(3) | $30,000 | Identifying Muscular Contributions to Bone Deformity of the Shoulder Following Brachial Plexus Birth Palsy | |
| Wake Forest University Health Sciences | ||||||||
| Medical Center Boulevard | WinstonSalem | NC | 271571070 | 223849199 | 501(c)(3) | $50,000 | BMP Receptors and GDF5 in Osteoarthritis | |
| Washington University School of Medicine | ||||||||
| Campus Box 8233 660 S Euclid | St Louis | MO | 63110 | 430653611 | 501(c)(3) | $5,000 | Evaluation of the Effects of Fatigue on Fastpitch Softball Players | |
| Washington University School of Medicine | ||||||||
| Campus Box 8233 660 S Euclid | St Louis | MO | 63110 | 430653611 | 501(c)(3) | $11,912 | Randomized Trial of Post-Operative Intravenous Acetaminophen in Geriatric Patients with Hip Fractures | |
| Washington University School of Medicine | ||||||||
| Campus Box 8233 660 S Euclid | St Louis | MO | 63110 | 430653611 | 501(c)(3) | $31,250 | 2013 GME Fellowship Grant in Shoulder and Elbow | |
| Washington University School of Medicine | ||||||||
| Campus Box 8233 660 S Euclid | St Louis | MO | 63110 | 430653611 | 501(c)(3) | $31,290 | 2013 GME Fellowship Grant in Spine Care | |
| Washington University School of Medicine | ||||||||
| Campus Box 8233 660 S Euclid | St Louis | MO | 63110 | 430653611 | 501(c)(3) | $57,214 | 2013 GME Fellowship Grant in Adult Reconstruction | |
| Wayne State University | ||||||||
| 656 W Kirby | Detroit | MI | 48202 | 386028429 | State of Michigan | $40,000 | A New Implant Surface with Doxycycline-Doped Nanofiber Coating | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 80 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | One-year grants receive 50% of the funds to start, then 40% after a six-month financial report is received. A final scientific and lay report is required within 60 days after the grant ends, and a final financial report. Once Orthopaedic Research and Education Foundation has all reports, the final 10% of the funds are released. One-time award/educational grant/lectureship grants receive full payment after they are approved. Documentation is in the file for lectureships, educational programs, and awards. Two-or three year grants are paid and spread over the term of the grant. The 10% withheld is the same until all reports are received. These multi-year grants submit annual scientific progress reports which are then reviewed by the original peer review committee member. The Chair of the Research Grants Committee reads all reports and submits them to the Board of Trustees for approval at the June meeting each year. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sharon Mellor | ||||||||||||||
| CEO | $188,926 | $0 | $12,000 | $0 | $193 | $0 | $38,649 | $0 | $13,106 | $0 | $252,874 | $0 | $0 | $0 |
| Donna Rebeck | ||||||||||||||
| CFO/COO | $137,889 | $0 | $9,000 | $0 | $435 | $0 | $28,588 | $0 | $17,591 | $0 | $193,503 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | OREF reimburses the CEO, CFO-COO and the VPs for membership fees that OREF deems beneficial for them to belong to. The following individuals received non-taxable reimbursements: -Sharon Mellor $2,946 -Donna Rebeck $1,661 -Robert Payne $1,545 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $158,054 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | The organization's Accountant, CFO, CEO and the Audit Committee review the Form 990. The Form 990 is provided to the Trustees who have the opportunity to review it electronically prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | All Board Members annual submission of disclosure statements are on file with the OREF Chief Executive Officer (CEO). The CEO reviews meeting agendas prior to the meeting and notifies leadership of any issues that need to be addressed before the discussion can take place. Any individual who gives notice of potential conflict is to abstain from participating in any item of business which comes before the Board. |
| Form 990, Part VI, Section B, line 15 | The Foundation has a formal process to determine the compensation of its CEO. The CEO has ultimate responsibility for implementing the decisions of the Board of Trustees and for supervising the Foundation's management, administration and operations. The process includes the following elements: (1) Review and approval by the Board of Trustees or Compensation Committee; (2) Use comparable compensation data; and (3) Contemporaneous documentation and recordkeeping. |
| Form 990, Part VI, Section C, line 19 | The organization made its governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| Form 990, Part XI, line 9: | Change in Cash Surrender Value of Life Insurance Policies -143,554. Change in Value of Charitable Remainder Trusts 129,995. |