2024-12-11T15:22:18-05:00 2024-06-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2023-07-01 271038452 ORTHOPEDICS CAPITAL FOUNDATION INC ORTH 5742671901 102 E MARKET ST WARSAW IN 46580 SUZANNE LIGHT CHAIR 5742671901 2024-12-03 true true PATRICK W BURKEY P00444925 7652847554 2024-12-03 2023 2024-10-15 13:58:12Z SUZANNE LIGHT 102 E MARKET ST WARSAW IN 46580 605871 false X N/A X 2009 IN ORTHOPEDICS CAPITAL FOUNDATION (OCF) IS DEDICATED TO COLLABORATIVELY BUILDING ON OUR COMMUNITY STRENGTHS AS THE ORTHOPEDIC CAPITAL OF THE WORLD. TO ENSURE A VIBRANT AND DYNAMIC FUTURE FOR THE BENEFIT OF THE KOSCIUSKO COUNTY AND NORTHEAST INDIANA REGION, WE SEEK TO SUPPORT THE LONG-TERM SUSTAINABILITY AND GROWTH OF THE REGION'S ORTHOPEDIC COMMUNITY THROUGH CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES FOCUSED ON: EQUIPPING THE NEXT GENERATION THROUGH TALENT DEVELOPMENT, ENRICHING COMMUNITY THROUGH TALENT ATTRACTION AND QUALITY OF PLACE IMPROVEMENTS AND ACCELERATING INDUSTRY THROUGH ADVANCES IN INNOVATION AND RESEARCH. 6 6 0 30 0 128500 570400 0 23626 34464 977 152126 605841 0 0 0 0 7644 544884 789194 544884 789194 -392758 -183353 1385597 1218681 48459 63950 1337138 1154731 X ORTHOPEDICS CAPITAL FOUNDATION (OCF) IS DEDICATED TO COLLABORATIVELY BUILDING ON OUR COMMUNITY STRENGTHS AS THE ORTHOPEDIC CAPITAL OF THE WORLD. TO ENSURE A VIBRANT AND DYNAMIC FUTURE FOR THE BENEFIT OF THE KOSCIUSKO COUNTY AND NORTHEAST INDIANA REGION, WE SEEK TO SUPPORT THE LONG-TERM SUSTAINABILITY AND GROWTH OF THE REGION'S ORTHOPEDIC COMMUNITY THROUGH CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES FOCUSED ON: EQUIPPING THE NEXT GENERATION THROUGH TALENT DEVELOPMENT, ENRICHING COMMUNITY THROUGH TALENT ATTRACTION AND QUALITY OF PLACE IMPROVEMENTS AND ACCELERATING INDUSTRY THROUGH ADVANCES IN INNOVATION AND RESEARCH. false false 481954 TALENT DEVELOPMENT - OCF HAS SUPPORTED A TALENT DEVELOPMENT INITIATIVE AS AN ELEMENT OF ITS OVERALL STRATEGY FOR CAREER AWARENESS. A MAJOR PROGRAM UNDER THIS INITIATIVE IS THE ONGOING SUPPORT OF THE CURRICULUM, LOGISTICS, SUPPLIES, AND MATERIALS FOR THE DISCOVERME EVENT FOR LOCAL EIGHTH GRADERS. OTHER SIMILAR PROGRAMS TO EXPOSE STUDENTS TO CAREERS IN THE ORTHOPEDIC INDUSTRY INCLUDED IN-CLASS CONTENT, SUPPORT OF VARIOUS EDUCATIONAL PROGRAMS, AND TOURS BY STUDENTS OF VARIOUS BUSINESSES IN KOSCIUSKO COUNTY. 244094 TALENT ATTRACTION - OCF CONTINUED TO SUPPORT A VARIETY OF EFFORTS RELATED TO PROMOTING AN EQUITABLE AND INCLUSIVE COMMUNITY FOCUSED ON TALENT ATTRACTION AND RETENTION IN SUPPORT OF THE ORTHOPEDIC INDUSTRY AND ADVANCING ACTIVITIES RELATED TO KOSCIUSKO COUNTY'S REPUTATION FOR ITS QUALITY OF PLACE IN NORTHEAST INDIANA THROUGH INITIATIVES SUCH AS PROMOTING DIVERSITY, EQUITY, AND INCLUSION, SPONSORING DOWNTOWN WARSAW AND LOCAL EVENTS, AND PARTICIPATION IN VARIOUS REGIONAL QUALITY OF PLACE INITIATIVES. 40497 INNOVATION AND RESEARCH - IN FURTHERANCE OF ITS CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES, OCF CONTINUES TO SUPPORT AND LEAD THE WAY FOR THE ORTHOPEDIC INDUSTRY IN THE FACILITATION OF CONNECTIONS AND RELATIONSHIPS BETWEEN AND AMONG UNIVERSITIES, ENTREPRENEURS, AND RESEARCHERS FOR THE PURPOSE OF ACCELERATING INNOVATION AND INDUSTRY THROUGH VARIOUS INITIATIVES. 766545 true true false false false false false false false false false false false false false true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 2 0 true 0 false false false false false false false false false false false false X 6 6 false false false false false false false true false false false true true true true true true false false false IN X X STEPHANIE OVERBEY 5742671901 102 E MARKET ST WARSAW IN 46580 SUZANNE LIGHT CHAIR 0.26 X X 0 0 0 STEPHANIE OVERBEY VICE CHAIR 0.05 34.40 X X 0 154450 7684 ANDREW FLAMM SECRETARY/TR 0.05 X X 0 0 0 DAVID FINDLAY BOARD MEMBER 0.07 X 0 0 0 TERRY SCHLOTTERBACK BOARD MEMBER 0.07 X 0 0 0 VINCE WONG BOARD MEMBER 0.02 X 0 0 0 154450 7684 false true false 570400 570400 34494 34494 30 -30 -30 -30 OTHER INCOME 977 977 977 605841 35441 X 14042 14042 5 5 512131 489660 15000 7471 29107 28934 173 38360 38360 4385 4385 TALENT DEVELOPMENT 151927 151927 BRANDING AND AWARENESS 24662 24662 TALENT ATTRACTION 14575 14575 789194 766545 15005 7644 274137 172917 93250 88000 999054 957131 19156 633 1385597 1218681 48459 63950 48459 63950 X 23259 59641 1313879 1095090 1337138 1154731 1385597 1218681 -183353 946 X false true X true false X X X 1 KOSCIUSKO COUNTY COMMUNITY FOUNDATION INC 356086777 7 true 0 0 1 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 606782 946 946 605836 5 5 605841 789189 789189 5 5 789194 SCHEDULE D, PAGE 3, PART X OCF RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. OCF HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. OCF'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2020, 2021, AND 2022 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. false false false false false false false false false STEPHANIE OVERBEY VICE CHAIR 154450 7684 162134 FORM 990 - ORGANIZATION'S MISSION ORTHOPEDICS CAPITAL FOUNDATION (OCF) IS DEDICATED TO COLLABORATIVELY BUILDING ON OUR COMMUNITY STRENGTHS AS THE ORTHOPEDIC CAPITAL OF THE WORLD. TO ENSURE A VIBRANT AND DYNAMIC FUTURE FOR THE BENEFIT OF THE KOSCIUSKO COUNTY AND NORTHEAST INDIANA REGION, WE SEEK TO SUPPORT THE LONG-TERM SUSTAINABILITY AND GROWTH OF THE REGION'S ORTHOPEDIC COMMUNITY THROUGH CHARITABLE, EDUCATIONAL AND SCIENTIFIC ACTIVITIES FOCUSED ON: EQUIPPING THE NEXT GENERATION THROUGH TALENT DEVELOPMENT, ENRICHING COMMUNITY THROUGH TALENT ATTRACTION AND QUALITY OF PLACE IMPROVEMENTS AND ACCELERATING INDUSTRY THROUGH ADVANCES IN INNOVATION AND RESEARCH. FORM 990, PAGE 6, PART VI, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PAGE 6, PART VI, LINE 11B UPON COMPLETION OF THE FORM 990, AN ELECTRONIC VERSION OF THE RETURN IS DISTRIBUTED TO ALL BOARD MEMBERS. BOARD MEMBERS ARE ASKED TO REVIEW THE RETURN AND INDICATE WHETHER THEY ACCEPT OR DO NOT ACCEPT THE FORM 990 AS PRESENTED. IF ACCEPTED BY A MAJORITY OF THE BOARD, THE FORM 990 IS THEN SUBMITTED TO THE IRS. IF NOT ACCEPTED, THE FORM 990 WILL BE REVISED UNTIL ACCEPTED BY THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 12C EACH DIRECTOR AND OFFICER ANNUALLY RECEIVES A CONFLICT OF INTEREST QUESTIONNAIRE THROUGH WHICH THEY ARE ASKED TO CONFIRM OR REPORT THE FOLLOWING: (I) THAT HE OR SHE HAS READ AND UNDERSTANDS OCF'S CONFLICT OF INTEREST POLICY (WHICH IMPOSES UPON EACH DIRECTOR AND OFFICER A CONTINUING, AFFIRMATIVE DUTY TO REPORT ANY PERSONAL OWNERSHIP, INTEREST, OR RELATIONSHIP THAT MIGHT AFFECT HIS OR HER ABILITY TO EXERCISE IMPARTIAL, ETHICAL, AND BUSINESS-BASED JUDGEMENTS IN FULFILLING RESPONSIBILITIES TO OCF); (II) THAT HE OR SHE IS IN COMPLIANCE WITH THE POLICY; (III) THAT HE OR SHE IS REPORTING (WITH HIS OR HER COMPLETED QUESTIONNAIRE) ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST THAT ARISE AS A RESULT OF HIS OR HER ROLE WITH OCF, AND EACH POSITION THAT HE OR SHE HOLDS AS A DIRECTOR, TRUSTEE, OFFICER, OR EMPLOYEE OF ANY OTHER NONPROFIT ORGANIZATION; AND (IV) THAT HE OR SHE WILL REPORT PROMPTLY ANY CHANGES IN INFORMATION REPORTED IN HIS OR HER QUESTIONNAIRE OR IN ANY OTHER MATTERS THAT MIGHT AFFECT COMPLIANCE WITH THE POLICY. THE BOARD CHAIR COLLECTS AND REVIEWS THE QUESTIONNAIRES AS THEY ARE RETURNED AND MAKES SURE THAT ALL WHO ARE REQUIRED TO COMPLETE A CONFLICT QUESTIONNAIRE HAVE DONE SO. WHEN AN INDIVIDUAL REPORTS AN ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST, OCF FOLLOWS THE PROCEDURES OUTLINED IN ITS POLICY FOR DISCLOSURE OF CONFLICTS TO THE APPLICABLE BODY OF DECISION-MAKERS AND RECUSAL OF INDIVIDUAL(S) WITH CONFLICTS FROM THE DECISION-MAKING PROCESS. PURSUANT TO THE POLICY, OCF'S BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF, AND ACTION REGARDING, ALL DISCLOSURES AND/OR FAILURES TO DISCLOSE. FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST, ORTHOPEDICS CAPITAL FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 1023, FORM 990S AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 11G EMPLOYEE LEASE EXPENSES 489,660 0 7,471 ADMIN FEES 0 15,000 0 TOTAL 489,660 15,000 7,471 KOSCIUSKO COUNTY COMMUNITY FOUNDATION 102 E MARKET ST WARSAW IN 46580 356086777 CHARITABLE IN 501C3 7 NA false false false false false false false false false false false false false false false false false false false false