- Revenue 2024
- $4,671,069
- Expenses 2024
- $6,171,537
Program services were 80.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- H500
- Classification
- 1000
- Street
- 9400 W HIGGINS RD STE 320
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
The Orthopaedic Research and Education Foundation (OREF) mission is improving lives by supporting excellence in orthopaedic research. OREF's vision is that it will be the leader in supporting orthopaedic research to improve function, eliminate pain and restore mobility.
Activities or mission (Part I)
Improving lives by supporting excellence in orthopaedic research.
-
Grant program: The purpose of OREF is to support research into the causes and treatment of musculoskeletal diseases and injuries. OREF's niche is supporting surgeon-researchers and PHD-researchers in basic science/translation, clinical, and health services research.
Expenses $4,941,000 · Grants $3,092,451
-
OREF's education program offers new orthopaedic medical researchers the opportunity to develop their research interests and skills. Through educational programming, OREF supports emerging talent to help them successfully pursue research careers.
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
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
President Elect
- Total calculated
- $0
- Hours/week
- 5
-
James R Ficke MD
2nd President Elect
- Total calculated
- $0
- Hours/week
- 5
-
Karen L Hackett
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
-
Jeremie M Axe MD
Trustee
- Total calculated
- $0
- Hours/week
- 5
-
Nicholas M Bernthal MD
Trustee
- Total calculated
- $0
- Hours/week
- 5
-
Daniel J Berry MD
Trustee
- Total calculated
- $0
- Hours/week
- 5
-
Michael P Bolognesi MD
Trustee
- Total calculated
- $0
- Hours/week
- 5
-
John D Kelly IV MD
Trustee
- Total calculated
- $0
- Hours/week
- 5
-
David C Templeman MD
Trustee
- Total calculated
- $0
- Hours/week
- 5
-
Ivan Tormos
Trustee
- Total calculated
- $0
- Hours/week
- 5
-
Stuart Weinstein MD
Trustee
- Total calculated
- $0
- Hours/week
- 5
-
Rhonda Dirr
Executive Director
- Total calculated
- $139,461
- From this org
- $116,041
- From related orgs
- $0
- Other
- $23,420
- Hours/week
- 40
-
Lee Grossman
CEO
- Total calculated
- $369,096
- From this org
- $308,549
- From related orgs
- $0
- Other
- $60,547
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $308,549
- Bonus
- $0
- Other
- $0
- Deferred
- $24,914
- Nontaxable benefits
- $35,633
- Filer's total
- $369,096
-
Dan Krupp
Corporate Relations/Innova
- Total calculated
- $197,690
- From this org
- $153,497
- From related orgs
- $0
- Other
- $44,193
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,497
- Bonus
- $0
- Other
- $0
- Deferred
- $8,084
- Nontaxable benefits
- $36,109
- Filer's total
- $197,690
-
Deborah Cummins
VP of Research and Grants
- Total calculated
- $197,637
- From this org
- $150,845
- From related orgs
- $0
- Other
- $46,792
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $150,845
- Bonus
- $0
- Other
- $0
- Deferred
- $12,642
- Nontaxable benefits
- $34,150
- Filer's total
- $197,637
-
Carmen Metoyer
VP of Development
- Total calculated
- $118,965
- From this org
- $105,098
- From related orgs
- $0
- Other
- $13,867
- Hours/week
- 40
-
Karen Pubentz
Sr. Director of Communicat
- Total calculated
- $175,119
- From this org
- $148,566
- From related orgs
- $0
- Other
- $26,553
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,566
- Bonus
- $0
- Other
- $0
- Deferred
- $6,810
- Nontaxable benefits
- $19,743
- Filer's total
- $175,119
-
John Johnson
Campaigns Director
- Total calculated
- $147,591
- From this org
- $134,357
- From related orgs
- $0
- Other
- $13,234
- 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $4,671,069
- Expenses
- $6,171,537
- Contributions
- $4,118,643
- Grants paid
- $3,092,451
-
2023
- Revenue
- $4,255,766
- Expenses
- $5,238,185
- Contributions
- $3,251,613
- Grants paid
- $1,321,355
-
2022
- Revenue
- $3,641,953
- Expenses
- $5,574,158
- Contributions
- $3,219,832
- Grants paid
- $2,130,495
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $3,972,441
- Expenses
- $4,263,330
- Assets (EOY)
- $22,322,488
-
2020 · 990
- Revenue
- $3,855,378
- Expenses
- $3,507,955
- Assets (EOY)
- $25,903,586
-
2019 · 990
- Revenue
- $4,436,812
- Expenses
- $5,424,944
- Assets (EOY)
- $23,173,135
-
2018 · 990
- Revenue
- $3,672,082
- Expenses
- $4,946,601
- Assets (EOY)
- $23,718,387
-
2017 · 990
- Revenue
- $6,087,726
- Expenses
- $5,187,501
- Assets (EOY)
- $25,537,755
-
2016 · 990
- Revenue
- $5,105,233
- Expenses
- $5,165,708
- Assets (EOY)
- $25,717,011
-
2015 · 990
- Revenue
- $5,816,461
- Expenses
- $5,623,464
- Assets (EOY)
- $30,480,383
-
2014 · 990
- Revenue
- $5,572,135
- Expenses
- $5,133,199
- Assets (EOY)
- $39,669,534
-
2013 · 990
- Revenue
- $7,640,568
- Expenses
- $7,512,237
- Assets (EOY)
- $40,971,473
-
2012 · 990
- Revenue
- not reported
- Expenses
- $10,219,190
- Assets (EOY)
- $41,158,671
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
The Hospital for Special Surgery
$400,000
2022 JUPITER 4.0: Risk factors for failure of isolated MPFL reconstruction
-
Washington University in StLouis
$398,996
2022 Optimizing Outcomes of Hip Surgery in Borderline Acetabular Dysplasia
-
The Hospital for Special Surgery
$300,000
2023 Objective TKA Laxity: Correlation with Patient Perceptions of Instability?
-
$300,000
2024 Evaluation of Phage Dosing for Periprosthetic Joint Infection Treatment
-
$299,745
2022 CT Rigidity Analysis for the Assessment of Regenerate Bone Strength
-
The Hospital for Special Surgery
$150,000
2022 Modulating pro-fibrotic signaling after ligamentous knee injury
-
$150,000
2022 Flurorescence-based identification of necrotizing soft-tissue infection
-
MedStar Health Research Institute
$149,948
2023 Treating Cauda Equina Syndrome from a Health Care Disparities Perspective
-
London Health Sciences Centre Research Inc
$149,943
2023 Fixation for Fractures Around the Ankle in the Frail or Compromised Elderly
-
$149,654
2024 Understanding Factors Influencing Attrition in Orthopedic Surgical Training
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
2023 TO AID THE ADVANCEMENT OF ORTHOPAEDIC RESEARCH.
-
2023 GRANT
-
2024 For grant recipient's exempt purposes
-
2024 SCIENTIFIC RESEARCH
-
2023 SCIENTIFIC RESEARCH
-
2022 SCIENTIFIC RESEARCH
-
2023 GENERAL SUPPORT
-
2022 GRANT
-
2023 For grant recipient's exempt purposes
-
2025 RESEARCH GRANT
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related corporations and trusts on its 2024 return
-
Charitable Remainder Trusts
T · Charitable trusts · IL
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.