Totals
- Total revenue
- $4,454,525
- Total expenses
- $3,607,445
- Contributions and grants received
- $3,861,911
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $691,624
- Other revenue
- -$99,010
- Total assets, end of year
- $14,059,336
- Total liabilities, end of year
- $207,247
- Net assets or fund balances, end of year
- $13,852,089
- Program services expenses (Part IX)
- $2,719,169
- Management and general expenses
- $346,912
- Fundraising expenses
- $541,364
- Program service expenses (Part III)
- $2,719,169
Program services were 75.4% 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.
-
1c · Fundraising events
$454,880
-
1f · All other contributions, gifts and grants
$3,407,031
-
3 · Investment income
total $630,050 · excluded $630,050
-
6a · Gross rents
real property $9,324
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $9,324
-
6d · Net rental income or loss
total $9,324 · related or exempt $9,324
-
7a · Gross sales of assets other than inventory
securities $1,497,259
-
7b · Less cost or other basis and sales expenses
securities $1,435,685
-
7c · Gain or loss
securities $61,574
-
7d · Net gain or loss
total $61,574 · excluded $61,574
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$454,880
-
8b · Fundraising events: direct expenses
$108,334
-
8c · Net income from fundraising events
total -$108,334 · excluded -$108,334
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $169,840 · program services $169,840
-
7 · Other salaries and wages
total $1,212,239 · program services $729,001 · management and general $162,320 · fundraising $320,918
-
8 · Pension plan contributions
total $80,471 · program services $61,715 · management and general $12,598 · fundraising $6,158
-
9 · Other employee benefits
total $58,217 · program services $40,152 · management and general $5,421 · fundraising $12,644
-
10 · Payroll taxes
total $103,446 · program services $67,825 · management and general $15,060 · fundraising $20,561
-
11b · Fees: legal
total $35,179 · management and general $35,179
-
11f · Fees: investment management
total $63,038 · management and general $63,038
-
11g · Fees: other
total $155,589 · program services $1,490 · management and general $9,505 · fundraising $144,594
-
13 · Office expenses
total $5,325 · program services $5,325
-
17 · Travel
total $66,026 · program services $65,497 · management and general $8 · fundraising $521
-
22 · Depreciation, depletion and amortization
total $46,003 · program services $33,122 · management and general $3,220 · fundraising $9,661
-
23 · Insurance
total $37,114 · program services $29,220 · management and general $6,598 · fundraising $1,296
-
24a · Other expenses: RESIDENT SALARY REIMB.
total $588,435 · program services $588,435
-
24b · Other expenses: RESEARCH AND ASSISTANCE
total $499,795 · program services $499,795
-
24c · Other expenses: LECTURE EXPENSE
total $243,060 · program services $243,060
-
24d · Other expenses: MEALS/ENTERTAINMENT
total $64,743 · program services $61,267 · fundraising $3,476
-
24e · All other expenses
total $178,925 · program services $123,425 · management and general $33,965 · fundraising $21,535
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,386,619 · end of year $891,390
-
2 · Savings and temporary cash investments
beginning of year $388,261 · end of year $113,630
-
3 · Pledges and grants receivable
beginning of year $153,200 · end of year $457,373
-
9 · Prepaid expenses and deferred charges
beginning of year $16,248 · end of year $25,438
-
10a · Land, buildings and equipment: cost or other basis
$944,627
-
10b · Land, buildings and equipment: accumulated depreciation
$266,309
-
10c · Land, buildings and equipment, net
beginning of year $162,494 · end of year $678,318
-
12 · Investments: other securities
beginning of year $10,386,574 · end of year $11,893,187
-
17 · Accounts payable and accrued expenses
beginning of year $130,141 · end of year $150,733
-
25 · Other liabilities
beginning of year $66,453 · end of year $56,514
-
27 · Net assets without donor restrictions
beginning of year $8,524,757 · end of year $9,993,399
-
28 · Net assets with donor restrictions
beginning of year $3,772,045 · end of year $3,858,690
Mission and programs · 2024
Mission
THE MISSION IS TO ENHANCE THE QUALITY OF LIFE THROUGH THE SCIENCE OF ORTHOPAEDIC MEDICINE WITH A STRONG COMMITMENT TO SURGEON EDUCATION, ORTHOPAEDIC RESEARCH, AND COMMUNITY HEALTHCARE. THE CAMPBELL FOUNDATION PROVIDES A RESIDENCY AND FELLOWSHIP TRAINING PROGRAM.
Activities or mission (Part I)
THE MISSION IS TO ENHANCE THE QUALITY OF LIFE THROUGH THE SCIENCE OF ORTHOPAEDIC MEDICINE WITH A STRONG COMMITMENT TO SURGEON EDUCATION, ORTHOPAEDIC RESEARCH, AND COMMUNITY HEALTHCARE. THE CAMPBELL FOUNDATION PROVIDES A RESIDENCY AND FELLOWSHIP TRAINING PROGRAM FOR DOCTORS SPECIALIZING IN ORTHOPAEDIC SURGERY, CONDUCTS PROMISING RESEARCH TO DISCOVER NEW TREATMENTS AND THERAPIES FOR ORTHOPAEDIC CONDITIONS, AND PUBLISHES ARTICLES IN NATIONAL AND INTERNATIONAL JOURNALS AS WELL AS CHAPTERS FOR ORTHOPAEDIC TEXTBOOKS.
-
THE CAMPBELL FOUNDATION MEDICAL EDUCATION PROGRAM PROVIDES ACADEMIC AND RESEARCH SUPPORT (BOOKS AND SUBSCRIPTIONS, TRAINING, TRAVEL, CREDENTIALING, LICENSURE, WEEKLY CONFERENCES, RESEARCH AND OTHER SUPPORT) FOR 40 RESIDENTS; SALARY AND BENEFITS, ALONG WITH ACADEMIC AND RESEARCH SUPPORT (BOOKS, TRAVEL, CREDENTIALING, LICENSURE, WEEKLY CONFERENCES, RESEARCH AND OTHER SUPPORT) FOR 6 FELLOWS. ACADEMIC LECTURES, SURGICAL LABS AND TRAINING PROGRAMS ARE PROVIDED TO RESIDENTS, FELLOWS AND PRACTICING PHYSICIANS IN ADDITION TO ORTHOPAEDIC HEALTHCARE PROFESSIONALS.(PROGRAM DESCRIPTION CONTINUED ON SCHEDULE O)ORTHOPAEDIC CLINICAL RESEARCH SUPPORT IS PROVIDED THROUGH SCIENTIFIC LABORATORIES, STATISTICAL AND DATA SUPPORT, INSTITUTIONAL COLLABORATION, SUBJECT ENROLLMENT, RESEARCH SUPPLIES AND ASSISTANCE FROM SCIENTISTS, LABORATORY TECHNICIANS AND OTHER STAFF. BEST PRACTICES, TECHNIQUES AND RESEARCH FINDINGS ARE DISSEMINATED THROUGH PEER-REVIEWED JOURNAL ARTICLES, PROFESSIONAL SOCIETY PRESENTATIONS, ACADEMIC TEXTBOOK CHAPTERS AND ORIGINAL ARTICLES.IN ADDITION, THE PROGRAM IS ASSISTED BY PROGRAM COORDINATORS, MEDICAL WRITERS, GRAPHIC DESIGN ASSISTANTS, MEDICAL LIBRARIAN AND OTHER ADMINISTRATIVE ASSISTANTS. COMMUNITY HEALTHCARE PROGRAMS DELIVER COMPREHENSIVE ORTHOPAEDIC CARE, EDUCATION AND SERVICES TO HIGH-RISK, HIGH-NEED ADULT AND PEDIATRIC PATIENTS IN THE GREATER MEMPHIS REGION AND LOCATIONS AROUND THE WORLD.
Expenses $2,719,169 · Revenue $9,324
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
GARY E STAVRUM
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
DR FREDERICK M AZAR
CHIEF STAFF OFFICER
- Total calculated
- $0
- Hours/week
- 1
-
DR JAMES H BEATY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
PEG MURPHY BRANYAN
DEVELOPMENT CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
KELLY P LUTTRELL
FINANCE CHAIR/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
DR DEREK M KELLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DR DAVID G LAVELLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DR SANTOS F MARTINEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DR WILLIAM M MIHALKO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DR G ANDREW MURPHY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
FRANK T NAVARRA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVID T POPWELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DR JEFFREY R SAWYER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DR THOMAS W THROCKMORTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DR NORFLEET B THOMPSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BARBARA WILLIAMSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GARY K WUNDERLICH JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER T KOLTNOW
EXECUTIVE DIRECTOR
- Total calculated
- $169,840
- From this org
- $166,640
- From related orgs
- $0
- Other
- $3,200
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,550
- Bonus
- $0
- Other
- $90
- Deferred
- $0
- Nontaxable benefits
- $3,200
- Filer's total
- $169,840
-
DANIEL H SHUMATE
CHIEF EXECUTIVE OFFICER
- Total calculated
- $0
- Hours/week
- 1
-
TIMOTHY DUFFY
CHIEF FINANCIAL OFFICER
- Total calculated
- $0
- Hours/week
- 1
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
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
- AN EXECUTIVE COMMITTEE OF THE BOARD MADE UP OF INDEPENDENT PERSONS MEETS ANNUALLY TO REVIEW THE EXECUTIVE DIRECTOR'S COMPENSATION. WITH THE ASSISTANCE OF HUMAN RESOURCES, THE EXECUTIVE COMMITTEE REVIEWS COMPARABLE SALARY SURVEYS. MINUTES ARE KEPT DURING THE EXECUTIVE COMMITTEE'S DELIBERATION AND DECISION MAKING PROCESS.
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.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 20 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202502939349300880
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