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Nonprofiteer
← THE ORTHOPAEDIC LEARNING CENTER

Form 990 for tax year 2023

Filed by THE ORTHOPAEDIC LEARNING CENTER.

Totals

Total revenue
$4,083,336
Total expenses
$4,279,219
Contributions and grants received
$10,500
Grants paid
$0
Program services expenses (Part IX)
$3,542,122
Management and general expenses
$737,097
Fundraising expenses
$0
Program service expenses (Part III)
$3,542,122

Program services were 82.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KEVIN J BOZIC MD

    PRESIDENT

    Total calculated
    $127,083
    From this org
    $0
    From related orgs
    $127,083
    Other
    $0
    Hours/week
    7.5 + 7.5 related

  • PAUL TORNETTA III MD

    FIRST VICE-PRESIDENT

    Total calculated
    $69,160
    From this org
    $0
    From related orgs
    $69,160
    Other
    $0
    Hours/week
    5 + 5 related

  • ANNUNZIATO AMENDOLA MD

    SECOND VICE-PRESIDENT

    Total calculated
    $33,333
    From this org
    $0
    From related orgs
    $33,333
    Other
    $0
    Hours/week
    5 + 5 related

  • FELIX H SAVOIE MD

    PAST PRESIDENT

    Total calculated
    $20,000
    From this org
    $0
    From related orgs
    $20,000
    Other
    $0
    Hours/week
    2.5 + 2.5 related

  • MICHAEL L PARKS MD

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related

  • ALFONSO MEJIA MD

    BOC CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOEL L MAYERSON

    BOC CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL J LEDDY III MD

    BOC SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ARMANDO F VIDAL MD

    BOS CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ADOLPH J YATES MD

    BOS CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL P BOLOGNESI MD

    BOS SECRETARY

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 1 related

  • MONICA MARIA PAYARES MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHAD A KRUGER MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EVALINA BURGER MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TONI M MCLAURIN MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LISA N MASTERS

    LAY MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LISE PUCKORIUS

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $319,536
    From this org
    $0
    From related orgs
    $266,952
    Other
    $52,584
    Hours/week
    40 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,703 related
    Bonus
    $0 + $7,477 related
    Other
    $0 + $2,772 related
    Deferred
    $0 + $25,670 related
    Nontaxable benefits
    $0 + $26,914 related
    Filer's total
    $0 + $319,536 related

  • ELLEN KAIMAKIS

    LAB MANAGER

    Total calculated
    $128,543
    From this org
    $0
    From related orgs
    $118,115
    Other
    $10,428
    Hours/week
    40 + 0.5 related

  • KLABACHA KATHRYN

    OFFICE MANAGER

    Total calculated
    $125,787
    From this org
    $0
    From related orgs
    $105,533
    Other
    $20,254
    Hours/week
    40 + 0.5 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 — 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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE CEO SHALL BE ELIGIBLE, BUT NOT ENTITLED, TO RECEIVE AN ANNUAL PERFORMANCE-BASED BONUS OF UP TO TWELVE PERCENT (12%) OF SALARY BASED UPON THE PERFORMANCE OF THE CEO AGAINST THE PERFORMANCE OBJECTIVE TO BE MUTUALLY AGREED UPON BY THE BOARD AND THE CEO AT THE BEGINNING OF EACH YEAR. THE BOARD SHALL DETERMINE THE AMOUNT OF THE PERFORMANCE BONUS, IF ANY, BASED ON THE CEO'S PERFORMANCE AGAINST THE PERFORMANCE OBJECTIVES DESCRIBED ABOVE.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
29 October 2024
IRS schema version
2023v5.1
Source object
202413099349301821

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