Skip to content
Nonprofiteer
← TRIA ORTHOPAEDIC CENTER RESEARCH INSTITUTE

Form 990 for tax year 2022

Filed by TRIA ORTHOPAEDIC CENTER RESEARCH INSTITUTE.

Totals

Total revenue
$854,796
Total expenses
$2,167,590
Contributions and grants received
$410,104
Grants paid
$154
Program service revenue
$444,692
Investment income
$0
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$2,110,040
Management and general expenses
$57,550
Fundraising expenses
$0
Program service expenses (Part III)
$2,110,040

Program services were 97.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $410,104

  • 2a · Program service revenue: ORTHOPAEDIC EDUCATION

    total $444,692 · related or exempt $444,692

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $154 · program services $154

  • 11g · Fees: other

    total $1,459,634 · program services $1,444,476 · management and general $15,158

  • 12 · Advertising and promotion

    total $4,065 · program services $4,065

  • 13 · Office expenses

    total $4,711 · program services $4,075 · management and general $636

  • 14 · Information technology

    total $45,533 · program services $42,459 · management and general $3,074

  • 16 · Occupancy

    total $228,279 · program services $228,279

  • 17 · Travel

    total $23,988 · program services $21,177 · management and general $2,811

  • 19 · Conferences, conventions and meetings

    total $113,173 · program services $82,995 · management and general $30,178

  • 23 · Insurance

    total $10,057 · program services $10,057

  • 24a · Other expenses: SUPPLIES

    total $158,727 · program services $158,727

  • 24b · Other expenses: OTHER

    total $115,909 · program services $110,216 · management and general $5,693

  • 24c · Other expenses: TRAINING AND EDUCATION

    total $3,360 · program services $3,360

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,201 · end of year $0

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $160,852 · end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $833 · end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,288,790

  • 19 · Deferred revenue

    beginning of year $3,050

  • 27 · Net assets without donor restrictions

    beginning of year -$10,124,954 · end of year $0

Mission and programs · 2022

Mission

RESEARCH AND EDUCATION IS AT THE CORE OF WHO WE ARE. TRIA ORTHOPAEDIC CENTER RESEARCH INSTITUTE, HOUSED WITHIN TRIA ORTHOPAEDIC CENTER, ADVANCES THE SCIENCE OF ORTHOPAEDIC MEDICINE THROUGH A RICH BLEND OF EDUCATION AND RESEARCH PROGRAMS.

Activities or mission (Part I)

IMPROVE PATIENT CARE AND ENHANCE THE MEDICAL PROFESSION THROUGH EDUCATION AND RESEARCH.

  • SEE SCHEDULE O - EXEMPT PURPOSE AND ACHIEVEMENTS FOR A DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS.

    Expenses $2,110,040 · Grants $154 · Revenue $444,692

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Deborah C Bohn MD

    TREASURER

    Total calculated
    $491,969
    From this org
    $0
    From related orgs
    $457,859
    Other
    $34,110
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,352 related
    Bonus
    $0 + $114,234 related
    Other
    $0 + $273 related
    Deferred
    $0 + $9,372 related
    Nontaxable benefits
    $0 + $24,738 related
    Filer's total
    $0 + $491,969 related

  • Gary Fetzer MD

    SECRETARY

    Total calculated
    $668,093
    From this org
    $0
    From related orgs
    $581,722
    Other
    $86,371
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $581,722 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $39,650 related
    Nontaxable benefits
    $0 + $46,721 related
    Filer's total
    $0 + $668,093 related

  • Bradley Nelson MD

    CHAIR

    Total calculated
    $1,017,372
    From this org
    $0
    From related orgs
    $984,484
    Other
    $32,888
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $664,642 related
    Bonus
    $0 + $286,760 related
    Other
    $0 + $33,082 related
    Deferred
    $0 + $6,110 related
    Nontaxable benefits
    $0 + $26,778 related
    Filer's total
    $0 + $1,017,372 related

  • Michael R Walsh MD

    DIRECTOR

    Total calculated
    $1,071,577
    From this org
    $0
    From related orgs
    $988,784
    Other
    $82,793
    Hours/week
    3 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $791,452 related
    Bonus
    $0
    Other
    $0 + $197,332 related
    Deferred
    $0 + $28,041 related
    Nontaxable benefits
    $0 + $54,752 related
    Filer's total
    $0 + $1,071,577 related

  • Marc Tompkins MD

    DIRECTOR

    Total calculated
    $587,920
    From this org
    $0
    From related orgs
    $559,147
    Other
    $28,773
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,198 related
    Bonus
    $0 + $236,502 related
    Other
    $0 + $89,447 related
    Deferred
    $0 + $6,128 related
    Nontaxable benefits
    $0 + $22,645 related
    Filer's total
    $0 + $587,920 related

  • Nico P Pronk PhD

    DIRECTOR

    Total calculated
    $610,780
    From this org
    $0
    From related orgs
    $481,119
    Other
    $129,661
    Hours/week
    3 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,570 related
    Bonus
    $0 + $98,730 related
    Other
    $0 + $9,819 related
    Deferred
    $0 + $89,673 related
    Nontaxable benefits
    $0 + $39,988 related
    Filer's total
    $0 + $610,780 related

  • Steve C Housh

    DIRECTOR

    Total calculated
    $480,201
    From this org
    $0
    From related orgs
    $417,571
    Other
    $62,630
    Hours/week
    3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,752 related
    Bonus
    $0 + $96,154 related
    Other
    $0 + $10,665 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $39,755 related
    Filer's total
    $0 + $480,201 related

  • Thomas M Walsh MD

    DIRECTOR

    Total calculated
    $1,089,843
    From this org
    $0
    From related orgs
    $999,274
    Other
    $90,569
    Hours/week
    3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $805,699 related
    Bonus
    $0 + $179,560 related
    Other
    $0 + $14,015 related
    Deferred
    $0 + $28,041 related
    Nontaxable benefits
    $0 + $62,528 related
    Filer's total
    $0 + $1,089,843 related

  • Kevin R Ronneberg MD

    DIRECTOR

    Total calculated
    $507,564
    From this org
    $0
    From related orgs
    $445,447
    Other
    $62,117
    Hours/week
    3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $325,523 related
    Bonus
    $0 + $93,345 related
    Other
    $0 + $26,579 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $39,242 related
    Filer's total
    $0 + $507,564 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
TRIA RESEARCH HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. ALL OFFICERS AND KEY EMPLOYEES ARE PAID BY PARK NICOLLET CLINIC (PNC), PARK NICOLLET HEALTH SERVICES (PNHS), GROUP HEALTH PLAN, INC. (GHI), OR BY UNIVERSITY OF MINNESOTA (UM) OR BY UNIVERSITY OF MINNESOTA PHYSICIANS (UMP) RELATED ORGANIZATIONS. ANY COMPENSATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATIONS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HEALTHPARTNERS ADMINISTRATORS INC

    C · THIRD PARTY ADMINISTRATOR · MN

    Directly controlled by HEALTHPARTNERS INC

  • HEALTHPARTNERS ASSOCIATES INC

    C · MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

  • HEALTHPARTNERS SERVICES INC

    C · MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

  • HEALTHPARTNERS INSURANCE COMPANY

    C · MEDICAL AND DENTAL INSURANCE · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

  • DENTAL SPECIALTIES INC

    C · PROFESSIONAL DENTAL SERVICES · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2022
Filed
2 November 2023
IRS schema version
2022v5.0
Source object
202323069349300347

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.