Nonprofit · EIN 36-6009467
ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION
Also known as OREF
Tax-exempt · ROSEMONT, IL 60018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,671,069 | $6,171,537 | -$1,500,468 | $20,002,839 | $3,274,136 | $16,728,703 |
| June 30, 2024 | 990 | $4,255,766 | $5,238,185 | -$982,419 | $21,495,900 | $4,459,455 | $17,036,445 |
| June 30, 2023 | 990 | $3,641,953 | $5,574,158 | -$1,932,205 | $22,252,031 | $4,921,101 | $17,330,930 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,118,643
- Program service revenue
- $0
- Investment income
- $552,426
- Net gain from sales of assets
- $96,253
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,092,451
- Compensation of officers, directors and key employees
- $508,557
- Other salaries and wages
- $1,288,641
- Salaries, compensation and benefits (total)
- $2,255,559
- Professional fundraising fees
- $0
- Legal fees
- $6,439
- Accounting fees
- $60,049
- Occupancy
- $80,160
- Travel
- $29,842
- Depreciation
- $4,160
- Program services (functional)
- $4,941,000
- Management and general (functional)
- $474,484
- Fundraising (functional)
- $756,053
Balance sheet and other
- Total assets, start of year
- $21,495,900
- Total assets, end of year
- $20,002,839
- Total liabilities, end of year
- $3,274,136
- Net assets, end of year
- $16,728,703
- Publicly traded securities
- $15,538,190
- Net assets without donor restrictions
- -$4,380,164
- Net assets with donor restrictions
- $21,108,867
- Gross receipts
- $7,331,090
- Employees
- 15
- Volunteers
- 100
- Year formed
- 1955
- State of legal domicile
- IL
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 | Other / benefits |
|---|---|---|---|---|
| Lee Grossman | CEO Officer | 40 | $308,549 | $60,547 |
| Dan Krupp | Corporate Relations/Innova Highest-paid employee | 40 | $153,497 | $44,193 |
| Deborah Cummins | VP of Research and Grants Highest-paid employee | 40 | $150,845 | $46,792 |
| Karen Pubentz | Sr. Director of Communicat Highest-paid employee | 40 | $148,566 | $26,553 |
| John Johnson | Campaigns Director Highest-paid employee | 1 | $134,357 | $13,234 |
| Rhonda Dirr | Executive Director Officer | 40 | $116,041 | $23,420 |
| Carmen Metoyer | VP of Development Highest-paid employee | 40 | $105,098 | $13,867 |
| Joshua J Jacobs MD | President Trustee or director, Officer | 5 | $0 | $0 |
| Thomas P Sculco MD | Past President Trustee or director, Officer | 5 | $0 | $0 |
| Richard F Kyle MD | Past President Trustee or director, Officer | 5 | $0 | $0 |
| Andrew N Pollak MD | President Elect Trustee or director, Officer | 5 | $0 | $0 |
| James R Ficke MD | 2nd President Elect Trustee or director, Officer | 5 | $0 | $0 |
| Karen L Hackett | Secretary / Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| Francis Y Lee MD PhD | Chair RGC Trustee or director, Officer | 5 | $0 | $0 |
| Jeffrey S Abrams MD | Chair, Innovations & Partn Trustee or director, Officer | 5 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard F Santore MD | Chair-Individual Developme Trustee or director, Officer | 5 | $0 |
| Jeremie M Axe MD | Trustee Trustee or director | 5 | $0 |
| Nicholas M Bernthal MD | Trustee Trustee or director | 5 | $0 |
| Daniel J Berry MD | Trustee Trustee or director | 5 | $0 |
| Michael P Bolognesi MD | Trustee Trustee or director | 5 | $0 |
| John D Kelly IV MD | Trustee Trustee or director | 5 | $0 |
| David C Templeman MD | Trustee Trustee or director | 5 | $0 |
| Ivan Tormos | Trustee Trustee or director | 5 | $0 |
| Stuart Weinstein MD | Trustee Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lee Grossman | CEO Officer | 40 | $269,749 | $59,039 |
| Edward Hoover | Senior VP of Development Highest-paid employee | 40 | $121,133 | $56,841 |
| Deborah Cummins | VP of Research and Grants Highest-paid employee | 40 | $127,342 | $37,335 |
| Dan Krupp | Corporate Relations/Innova Highest-paid employee | 40 | $146,351 | $13,450 |
| Karen Pubentz | Sr. Director of Communicat Highest-paid employee | 40 | $131,867 | $25,415 |
| Rhonda Dirr | Executive Director Officer | 40 | $104,098 | $22,993 |
| John Johnson | Campaigns Director Highest-paid employee | 1 | $105,943 | $12,206 |
| Joshua J Jacobs MD | President Trustee or director, Officer | 5 | $0 | $0 |
| Thomas P Sculco MD | Past President Trustee or director, Officer | 5 | $0 | $0 |
| Richard F Kyle MD | Past President Trustee or director, Officer | 5 | $0 | $0 |
| Andrew N Pollak MD | Secretary/Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| Francis Y Lee MD PhD | Chair RGC Trustee or director, Officer | 5 | $0 | $0 |
| Jeffrey S Abrams MD | Chair, Innovations & Partn Trustee or director, Officer | 5 | $0 | $0 |
| Richard F Santore MD | Chair-Individual Developme Trustee or director, Officer | 5 | $0 | $0 |
| Annunziato Amendola MD | Trustee Trustee or director | 5 | $0 | $0 |
| Daniel J Berry MD | Trustee Trustee or director | 5 | $0 | $0 |
| David C Templeman MD | Trustee Trustee or director | 5 | $0 | $0 |
| Eric V Dremel | Trustee Trustee or director | 5 | $0 | $0 |
| Evalina Burger-Van der Walt MD | Trustee Trustee or director | 5 | $0 | $0 |
| James R Ficke MD | Trustee Trustee or director | 5 | $0 | $0 |
| Jeremie M Axe MD | Trustee Trustee or director | 5 | $0 | $0 |
| John D Kelly IV MD | Trustee Trustee or director | 5 | $0 | $0 |
| Karen L Hackett | Trustee Trustee or director | 5 | $0 | $0 |
| Mary Lloyd Ireland MD | Trustee Trustee or director | 5 | $0 | $0 |
| Michael M Chau MD PhD | Trustee Trustee or director | 5 | $0 | $0 |
| Michael P Bolognesi MD | Trustee Trustee or director | 5 | $0 | $0 |
| Nicholas M Bernthal MD | Trustee Trustee or director | 5 | $0 | $0 |
| Stuart Weinstein MD | Trustee Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lee Grossman | CEO Officer | 40 | $324,493 | $64,060 |
| Edward Hoover | Senior VP of Development Highest-paid employee | 40 | $145,009 | $54,716 |
| Deborah Cummins | VP of Research and Grants Highest-paid employee | 40 | $136,086 | $42,183 |
| Karen Pubentz | Sr. Director of Communicat Highest-paid employee | 40 | $138,009 | $23,897 |
| Dan Krupp | Corporate Relations/Innova Highest-paid employee | 40 | $147,484 | $13,111 |
| John Johnson | Campaigns Director Highest-paid employee | 40 | $108,644 | $11,722 |
| Thomas P Sculco MD | President Trustee or director, Officer | 5 | $0 | $0 |
| Joshua J Jacobs MD | President Elect Trustee or director, Officer | 5 | $0 | $0 |
| Richard F Kyle MD | Past President Trustee or director, Officer | 5 | $0 | $0 |
| Andrew N Pollak MD | Secretary/Treasurer Trustee or director, Officer | 5 | $0 | $0 |
| Francis Y Lee MD PhD | Chair RGC Trustee or director | 5 | $0 | $0 |
| Jeffrey S Abrams MD | Chair, Innovations & Partnership Trustee or director | 5 | $0 | $0 |
| Richard F Santore MD | Chair-Individual Developme Trustee or director | 5 | $0 | $0 |
| Annunziato Amendola MD | Trustee Trustee or director | 5 | $0 | $0 |
| Daniel J Berry MD | Trustee Trustee or director | 5 | $0 | $0 |
| David C Templeman MD | Trustee Trustee or director | 5 | $0 | $0 |
| Eric V Dremel | Trustee Trustee or director | 5 | $0 | $0 |
| B Sonny Bal MD JD MBA PhD | Trustee Trustee or director | 5 | $0 | $0 |
| Evalina Burger-Van der Walt MD | Trustee Trustee or director | 5 | $0 | $0 |
| James R Ficke MD | Trustee Trustee or director | 5 | $0 | $0 |
| Jeremie M Axe MD | Trustee Trustee or director | 5 | $0 | $0 |
| John D Kelly IV MD | Trustee Trustee or director | 5 | $0 | $0 |
| Karen L Hackett | Trustee Trustee or director | 5 | $0 | $0 |
| Mary Lloyd Ireland MD | Trustee Trustee or director | 5 | $0 | $0 |
| Michael M Chau MD PhD | Trustee Trustee or director | 5 | $0 | $0 |
| Michael P Bolognesi MD | Trustee Trustee or director | 5 | $0 | $0 |
| Nicholas M Bernthal MD | Trustee Trustee or director | 5 | $0 | $0 |
| Stuart Weinstein MD | Trustee Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9400 W HIGGINS RD STE 320, ROSEMONT, IL 60018-4975
- In care of
- % FOUNDATION
- Principal officer (990 for 2024)
- Karen Hackett, 9400 W Higgins Road 320, Rosemont, IL 60018
- Signed the 990
- Andrew N Pollak MD, Treasurer
- Phone
- (847) 430-5101
- Website
- www.oref.org
- Return prepared by
- Desmond & Ahern Ltd
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.
Program accomplishments
- 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.
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
- 36-6009467
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1957
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Medical research (H500)
- Assets (IRS master file)
- $20,002,839
- Income (IRS master file)
- $7,331,090
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,671,069 | $6,171,537 | $20,002,839 | XML |
| 990 | June 2024 | $4,255,766 | $5,238,185 | $21,495,900 | IRS |
| 990 | June 2023 | $3,641,953 | $5,574,158 | $22,252,031 | XML |
| 990 | June 2022 | $3,972,441 | $4,263,330 | $22,322,488 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 36-6009467).
Questions about ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION
- What is the EIN of ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION?
- The employer identification number (EIN) of ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION is 36-6009467.
- Is ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION 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 ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION 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 ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION 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 ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 names Karen Hackett.
- Who are the officers and directors of ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 24 people; 7 received compensation from the organization, the highest $308,549 (Lee Grossman, CEO).
- How much revenue does ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,671,069, expenses of $6,171,537 and total assets of $20,002,839 at year end.
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