2023-08-30T13:44:45-05:00 2022-12-31 363856676 KUTCHINS ROBBINS & DIAMOND LTD 1051 PERIMETER DR 9TH FLOOR SCHAUMBURG IL 60173 990 2022-01-01 680074461 ORTHOPAEDIC TRAUMA ASSOCIATION ORTH 8476981631 9400 W HIGGINS ROAD STE 305 ROSEMONT IL 60018 HASSAN MIR MD CFO 8476981631 2023-08-09 1 HASSAN MIR MD 999009999 0 CHAD PORTER P01058119 8472401040 2023-08-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRENDAN PATTERSON MD 9400 W HIGGINS ROAD STE 305 ROSEMONT IL 60018 6453059 0 X WWW.OTA.ORG X 1987 IL THE ASSOCIATION IS ORGANIZED AND OPERATED FOR EDUCATIONAL AND SCIENTIFIC PURPOSES TO AUGMENT INVESTIGATIVE KNOWLEDGE OF ORTHOPAEDIC TRAUMA AND THE PREVENTION OF DISORDERS OF THE MUSCULOSKELETAL SYSTEM RELATED TO TRAUMA, ENCOURAGEMENT OF TEACHING AND EDUCATION IN ORTHOPAEDIC TRAUMA, AND PROMOTION OF SPECIALIZED TRAINING FOR MEDICAL AND PARAMEDICAL PERSONNEL IN ORTHOPAEDIC TRAUMA. ACTIVITIES ARE FUNDED BY CONTRIBUTIONS, DUES, ANNUAL MEETING REVENUE AND FEES CHARGED FOR EDUCATIONAL ACTIVITIES. 11 11 21 400 128871 98353 581767 366597 3756500 4559185 1293117 469931 862637 893715 6494021 6289428 706068 794020 0 0 1301098 1656224 0 0 0 2404971 3661273 4412137 6111517 2081884 177911 20925831 17760262 1946063 1831134 18979768 15929128 X THE ASSOCIATION IS ORGANIZED AND OPERATED FOR EDUCATIONAL AND SCIENTIFIC PURPOSES TO AUGMENT INVESTIGATIVE KNOWLEDGE OF ORTHOPAEDIC TRAUMA AND THE PREVENTION OF DISORDERS OF THE MUSCULOSKELETAL SYSTEM RELATED TO TRAUMA, ENCOURAGEMENT OF TEACHING AND EDUCATION IN ORTHOPAEDIC TRAUMA, AND PROMOTION OF SPECIALIZED TRAINING FOR MEDICAL AND PARAMEDICAL PERSONNEL IN ORTHOPAEDIC TRAUMA. ACTIVITIES ARE FUNDED BY CONTRIBUTIONS, DUES, ANNUAL MEETING REVENUE AND FEES CHARGED FOR EDUCATIONAL ACTIVITIES. 0 0 1433058 2558427 ANNUAL MEETINGS FOR MEMBERS-SYMPOSIA AND LECTURES ON ORTHOPAEDIC TRAUMA 672814 621563 VARIOUS RESIDENT'S COURSES ARE DESIGNED TO EDUCATE RESIDENTS ON ORTHOPAEDIC TRAUMA TOPICS, AVAILABLE IN-HOUSE, ON THE INTERNET AND BY CD-ROM 794020 794020 GRANTS FOR RESEARCH ON TOPICS IN ORTHOPAEDIC TRAUMA 479755 1265695 VARIOUS MEMBER SERVICES, INCLUDING PROVIDING SUBSCRIPTIONS TO THE JOURNAL OF ORTHOPAEDIC TRAUMA 479755 1265695 3379647 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 10 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL CA X KATHLEEN CASWELL 8476981631 9400 W HIGGINS ROAD SUITE 305 ROSEMONT IL 60018 EMIL H SCHEMITSCH MD 2ND PRESIDENT ELECT 1.00 X X 0 0 0 MICHAEL ARCHDEACON MD PRESIDENT 1.00 X X 0 0 0 BRENDAN PATTERSON MD PRESIDENT ELECT 1.00 X X 0 0 0 THOMAS F HIGGINS MD SECRETARY 1.00 X X 0 0 0 HASSAN RIAZ MIR MD CFO 1.00 X X 0 0 0 HEATHER A VALLIER MD IMM PAST PRESIDENT 1.00 X X 0 0 0 MICHAEL D MCKEE MD 2ND PAST PRESIDENT 1.00 X X 0 0 0 ANNA MILLER MD MEMBER AT LARGE 1.00 X 0 0 0 KYLE J JERAY MD MEMBER AT LARGE 1.00 X 0 0 0 JOSEPH HSU MD MEMBER AT LARGE 1.00 X 0 0 0 GERARD SLOBOGEAN MD ANNUAL PROGRAM CHAIR 1.00 X 0 0 0 KATHLEEN CASWELL CAE EXECUTIVE DIRECTOR 50.00 X 233343 0 0 ALANNA KAISER DIRECTOR OF EDUCATION 40.00 X 129817 0 0 363160 0 0 2 0 1 0 0 366597 366597 ANNUAL MEETING REVENUE 611430 2558427 2558427 MEMBERSHIP DUES 611430 1265695 1265695 COURSES REVENUE 611430 621563 621563 FELLOWSHIP ACCREDITATION 611430 106000 106000 WEBINARS 611430 7500 7500 4559185 478810 478810 657145 82428 574717 154752 163631 -8879 -8879 -8879 MISCELLANEOUS REVENUE 900099 182431 38943 143488 RESEARCH GRANT RETURNED 900099 54139 54139 236570 6289428 4551685 128871 1242275 576470 576470 2306 2306 215244 215244 233343 233343 1081701 1081701 242270 242270 98910 98910 18447 18447 80750 80750 36504 36504 44408 2145 42263 295762 102315 193447 75291 75291 2398269 2105872 292397 79646 79646 13398 13398 INCOME TAX 41089 41089 JOURNAL PUBLISHING 356327 356327 BANK FEES 89970 89970 BOARD OF DIRECTORS 47527 47527 83885 18968 64917 6111517 3379647 2731870 0 3374982 2769403 759766 688788 185942 188734 654344 596629 137361 57715 16461806 13914787 5974 140835 20925831 17760262 1266187 1026704 624150 630460 55726 173970 1946063 1831134 X 18255868 15205228 723900 723900 18979768 15929128 20925831 17760262 177911 -3228551 0 X 0 1 X 1 0 X 403739 999145 477490 581767 366597 2828738 4134192 4334679 2057958 3744340 4551685 18822854 96283 124614 104607 135166 197627 658297 4634214 5458438 2640055 4461273 5115909 22309889 0 435022 435022 435022 435022 21874867 739633 915041 972035 1316787 1053527 4997023 739633 915041 972035 1316787 1053527 4997023 117302 124307 92221 111821 99353 545004 5491149 6497786 3704311 5889881 6268789 27851916 0.78540 0.79000 0.17940 0.17430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46835 -4218 42617 44850 1985 46835 41293 3557 44850 37721 3572 41293 39066 -1345 37721 0.50720 0.49280 0 0 175721 131789 43932 436864 423256 13608 41759 41584 175 57715 OPERATING LEASE LIABILITY 173970 173970 3024373 -3228551 -3228551 6252924 36504 36504 6289428 6075013 0 6075013 36504 36504 6111517 PART V, LINE 4: THE ASSOCIATION HAS ENDOWMENT FUNDS ESTABLISHED FOR EDUCATIONAL PURPOSES, INCLUDING BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS. THE ASSOCIATION CAN ONLY EXPEND DONOR-RESTRICTED ENDOWMENT FUNDS UPON THE FULFILLMENT OF ANY DONOR-IMPOSED RESTRICTIONS. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANT MAKING RESEARCH 185394 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANT MAKING RESEARCH 20000 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 GRANT MAKING RESEARCH 9850 0 0 0 0 0 0 215244 0 215244 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES RESEARCH 19900 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES RESEARCH 19974 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES RESEARCH 79880 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES RESEARCH 65640 CHECK 0 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, RESEARCH 9850 CHECK 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RESEARCH 20000 CHECK 0 6 0 0 0 0 0 0 PART I, LINE 2: RECIPIENTS MUST MEET CERTAIN CRITERIA TO BE ELIGIBLE FOR GRANTS FROM THE ORGANIZATION. THE APPLICANTS GO THROUGH A RIGOROUS SELECTION PROCESS AND MUST SUBMIT FULL CURRICULUM VITAE. ALL UNUSED FUNDS MUST BE RETURNED AND RECIPIENTS MUST NOTIFY THE ORGANIZATION OF OTHER FUNDING SOURCES. PART III ACCOUNTING METHOD: 1 UNIVERSITY OF UTAH 590 WAKARA WAY SALT LAKE CITY UT 84108 876000525 501C3 89432 0 RESEARCH THE HENRY M JACKSON FOUNDATION FOR ADVANCEMENT OF MILITARY MEDICINE 6720A ROCKLEDGE DRIVE SUITE 100 BETHESDA MD 20817 521317896 501C3 20000 0 RESEARCH VANDERBILT UNIVERSITY MEDICAL CENTER PO BOX 121236 DALLAS TX 75312 352528741 501C3 20000 0 RESEARCH THE REGENTS OF THE UNIVERSITY OF CALIFORNIA PO BOX 741816 LOS ANGELES CA 90074 946036494 501C3 20000 0 RESEARCH OREGON HEALTH & SCIENCE UNIVERSITY PO BOX 3003 PORTLAND OR 97208 931176109 501C3 20000 0 RESEARCH WASHINGTON UNIVERSITY 700 ROSEDALE AVE ST LOUIS MO 63112 430653611 501C3 19951 0 RESEARCH UNIVERSITY OF MARYLAND PO BOX 41428 BALTIMORE MD 21203 526002033 501C3 80000 0 RESEARCH DARTMOUTH-HITCHCOCK CLINIC ONE MEDICAL CENTER DRIVE LEBANON NH 03756 222519596 501C3 79773 0 RESEARCH ATRIUM HEALTH FOUNDATION 208 EAST BOULVARD CHARLOTTE NC 28203 566060481 501C3 79958 0 RESEARCH TRUSTEES OF INDIANA UNIVERSITY PO BOX 78000 DETROIT MI 48278 356001673 501C3 89968 0 RESEARCH REGENTS OF UNIVERSITY OF MINNESOTA PO BOX 1450 MINNEAPOLIS MN 55485 416007513 501C3 19888 0 RESEARCH ORTHOPAEDIC RESEARCH & EDUCATION FOUNDATION 940 W HIGGINS RD ROSEMONT IL 60018 366009467 501C3 37500 0 RESEARCH 12 PART I, LINE 2: RECIPIENTS MUST MEET CERTAIN CRITERIA TO BE ELIGIBLE FOR GRANTS FROM THE ORGANIZATION. THE APPLICANTS GO THROUGH A RIGOROUS SELECTION PROCESS AND MUST SUBMIT FULL CURRICULUM VITAE. ALL UNUSED FUNDS MUST BE RETURNED AND RECIPIENTS MUST NOTIFY THE ORGANIZATION OF OTHER FUNDING SOURCES. X X X 0 0 0 0 0 0 0 0 0 KATHLEEN CASWELL CAE EXECUTIVE DIRECTOR 233343 0 0 0 0 0 0 0 0 0 233343 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ORGANIZED WITH MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS IS ELECTED BY MEMBERS FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM (CPA) PREPARES THE ASSOCIATION'S FORM 990 AND SUBMITS THE FORM TO THE ASSOCIATION FOR REVIEW. AN ELECTRONIC COPY OF THE FORM IS ALSO PROVIDED TO ALL VOTING MEMBERS OF THE BOARD FOR REVIEW. QUESTIONS AND COMMENTS ON THE FORM BY THE CFO AND BOARD MEMBERS ARE DIRECTED BACK TO THE CPA AND INTERNAL ACCOUNTANT FOR RESOLUTION. AFTER ALL DISCUSSION POINTS ARE RESOLVED, THE FORMS ARE FINALIZED AND PROVIDED TO THE CFO FOR THE FINAL REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS PRESENT AT THE ANNUAL MEETING ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST, WHICH ARE PRINTED IN THE MEETING PROGRAM BOOK. IN ADDITION, ALL BOARD AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE ALL POSSIBLE CONFLICTS PRIOR TO EACH BOARD AND COMMITTEE MEETING. MEMBERS THAT REFUSE TO SIGN THE DISCLOSURE STATEMENT ARE FORBIDDEN TO ATTEND THE MEETINGS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS NON-PROFIT PAYROLL DATA IN DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST CENTER FOR ORTHOPAEDIC TRAUMA ADVANCEMENT 9400 W HIGGINS ROAD SUITE 305 ROSEMONT IL 60018 300550076 ED/RESRCH IL 501(C)(3) LINE 12A, I OTA 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 CENTER FOR ORTHOPAEDIC TRAUMA L 17420 COST