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Nonprofiteer
← ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION

Form 990 for tax year 2023

Filed by ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION.

Totals

Total revenue
$4,255,766
Total expenses
$5,238,185
Contributions and grants received
$3,251,613
Grants paid
$1,321,355
Program services expenses (Part IX)
$3,846,993
Management and general expenses
$523,979
Fundraising expenses
$867,213
Program service expenses (Part III)
$3,846,993

Program services were 73.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Joshua J Jacobs MD

    President

    Total calculated
    $0
    Hours/week
    5

  • Thomas P Sculco MD

    Past President

    Total calculated
    $0
    Hours/week
    5

  • Richard F Kyle MD

    Past President

    Total calculated
    $0
    Hours/week
    5

  • Andrew N Pollak MD

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Francis Y Lee MD PhD

    Chair RGC

    Total calculated
    $0
    Hours/week
    5

  • Jeffrey S Abrams MD

    Chair, Innovations & Partn

    Total calculated
    $0
    Hours/week
    5

  • Richard F Santore MD

    Chair-Individual Developme

    Total calculated
    $0
    Hours/week
    5

  • Annunziato Amendola MD

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Daniel J Berry MD

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • David C Templeman MD

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Eric V Dremel

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Evalina Burger-Van der Walt MD

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • James R Ficke MD

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Jeremie M Axe MD

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • John D Kelly IV MD

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Karen L Hackett

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Mary Lloyd Ireland MD

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Michael M Chau MD PhD

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Michael P Bolognesi MD

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Nicholas M Bernthal MD

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Stuart Weinstein MD

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Rhonda Dirr

    Executive Director

    Total calculated
    $127,091
    From this org
    $104,098
    From related orgs
    $0
    Other
    $22,993
    Hours/week
    40

  • Lee Grossman

    CEO

    Total calculated
    $328,788
    From this org
    $269,749
    From related orgs
    $0
    Other
    $59,039
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $269,749
    Bonus
    $0
    Other
    $0
    Deferred
    $25,014
    Nontaxable benefits
    $34,025
    Filer's total
    $328,788

  • Dan Krupp

    Corporate Relations/Innova

    Total calculated
    $159,801
    From this org
    $146,351
    From related orgs
    $0
    Other
    $13,450
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,351
    Bonus
    $0
    Other
    $0
    Deferred
    $8,060
    Nontaxable benefits
    $5,390
    Filer's total
    $159,801

  • Deborah Cummins

    VP of Research and Grants

    Total calculated
    $164,677
    From this org
    $127,342
    From related orgs
    $0
    Other
    $37,335
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,342
    Bonus
    $0
    Other
    $0
    Deferred
    $5,552
    Nontaxable benefits
    $31,783
    Filer's total
    $164,677

  • Edward Hoover

    Senior VP of Development

    Total calculated
    $177,974
    From this org
    $121,133
    From related orgs
    $0
    Other
    $56,841
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,133
    Bonus
    $0
    Other
    $0
    Deferred
    $11,939
    Nontaxable benefits
    $44,902
    Filer's total
    $177,974

  • Karen Pubentz

    Sr. Director of Communicat

    Total calculated
    $157,282
    From this org
    $131,867
    From related orgs
    $0
    Other
    $25,415
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,867
    Bonus
    $0
    Other
    $0
    Deferred
    $6,935
    Nontaxable benefits
    $18,480
    Filer's total
    $157,282

  • John Johnson

    Campaigns Director

    Total calculated
    $118,149
    From this org
    $105,943
    From related orgs
    $0
    Other
    $12,206
    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 — 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 committee
  • 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

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349315215

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

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