Nonprofit · EIN 27-1038452
ORTHOPEDICS CAPITAL FOUNDATION INC
Tax-exempt · WARSAW, IN 46580
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $374,964 | $1,069,668 | -$694,704 | $499,436 | $39,409 | $460,027 |
| June 30, 2024 | 990 | $605,841 | $789,194 | -$183,353 | $1,218,681 | $63,950 | $1,154,731 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $360,394
- Program service revenue
- $0
- Investment income
- $14,570
- Net gain from sales of assets
- -$25
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $14,944
- Occupancy
- $47,015
- Travel
- $2,508
- Program services (functional)
- $1,058,369
- Management and general (functional)
- $10,632
- Fundraising (functional)
- $667
Balance sheet and other
- Total assets, start of year
- $1,218,681
- Total assets, end of year
- $499,436
- Total liabilities, end of year
- $39,409
- Net assets, end of year
- $460,027
- Net assets without donor restrictions
- $73,180
- Net assets with donor restrictions
- $386,847
- Gross receipts
- $374,989
- Employees
- 0
- Volunteers
- 30
- Year formed
- 2009
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEPHANIE OVERBEY | VICE CHAIR Trustee or director, Officer | 0.75 | $0 | $166,559 | $8,171 |
| SUZANNE LIGHT | CHAIR Trustee or director, Officer | 0.26 | $0 | $0 | $0 |
| ANDREW FLAMM | SECRETARY/TR Trustee or director, Officer | 0.05 | $0 | $0 | $0 |
| DAVID FINDLAY | BOARD MEMBER Trustee or director | 0.07 | $0 | $0 | $0 |
| TERRY SCHLOTTERBACK | BOARD MEMBER Trustee or director | 0.07 | $0 | $0 | $0 |
| VINCE WONG | BOARD MEMBER Trustee or director | 0.02 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEPHANIE OVERBEY | VICE CHAIR Trustee or director, Officer | 0.05 | $0 | $154,450 | $7,684 |
| SUZANNE LIGHT | CHAIR Trustee or director, Officer | 0.26 | $0 | $0 | $0 |
| ANDREW FLAMM | SECRETARY/TR Trustee or director, Officer | 0.05 | $0 | $0 | $0 |
| DAVID FINDLAY | BOARD MEMBER Trustee or director | 0.07 | $0 | $0 | $0 |
| TERRY SCHLOTTERBACK | BOARD MEMBER Trustee or director | 0.07 | $0 | $0 | $0 |
| VINCE WONG | BOARD MEMBER Trustee or director | 0.02 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 102 E MARKET ST, WARSAW, IN 46580-2806
- In care of
- % SUZANNE LIGHT
- Principal officer (990 for 2024)
- SUZANNE LIGHT, 102 E MARKET ST, WARSAW, IN 46580
- Signed the 990
- SUZANNE LIGHT, CHAIR
- Phone
- (574) 267-1901
- Return prepared by
- ESTEP BURKEY SIMMONS LLC
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.
Program accomplishments
- 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 CAREER DISCOVERY VR EXPERIENCE IN COLLABORATION WITH IXPLORE. THIS PROGRAM TAKES OUR VR EXPERIENCE ON A ROADSHOW HIGHLIGHTING CAREERS IN THE ORTHOPEDIC INDUSTRY TO STUDENTS ACROSS THE REGION. 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.Expenses $501,156
- TALENT ATTRACTION - OCF CONTINUED TO SUPPORT A VARIETY OF EFFORTS RELATED TO PROMOTING TALENT ATTRACTION AND RETENTION IN SUPPORT OF THE ORTHOPEDIC INDUSTRY BY ADVANCING ACTIVITIES RELATED TO KOSCIUSKO COUNTY'S REPUTATION. WARSAW'S ORTHOPEDIC ECOSYSTEM IS ACTIVELY INVESTING IN TALENT ATTRACTION THROUGH IMMERSIVE K-12 PROGRAMS, UNIVERSITY PARTNERSHIPS, AND YOUNG PROFESSIONAL ENGAGEMENT STRATEGIES. OCF LEADS THESE EFFORTS WITH INITIATIVES LIKE THINKORTHO, TRAILING SPOUSE SUPPORT, AND DOWNTOWN REVITALIZATION TO ENHANCE QUALITY OF PLACE AND RETAIN TALENT.Expenses $494,602
- 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.Expenses $62,611
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-1038452
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J052)
- Assets (IRS master file)
- $499,436
- Income (IRS master file)
- $374,989
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $374,964 | $1,069,668 | $499,436 | XML |
| 990 | June 2024 | $605,841 | $789,194 | $1,218,681 | XML |
| 990 | June 2023 | $152,126 | $544,884 | $1,385,597 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-1038452).
Questions about ORTHOPEDICS CAPITAL FOUNDATION INC
- What is the EIN of ORTHOPEDICS CAPITAL FOUNDATION INC?
- The employer identification number (EIN) of ORTHOPEDICS CAPITAL FOUNDATION INC is 27-1038452.
- Is ORTHOPEDICS CAPITAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to ORTHOPEDICS CAPITAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ORTHOPEDICS CAPITAL FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORTHOPEDICS CAPITAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORTHOPEDICS CAPITAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ORTHOPEDICS CAPITAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names SUZANNE LIGHT.
- Who are the officers and directors of ORTHOPEDICS CAPITAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ORTHOPEDICS CAPITAL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $374,964, expenses of $1,069,668 and total assets of $499,436 at year end.
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