2024-08-07T15:08:59-05:00 2023-12-31 363856676 KUTCHINS ROBBINS & DIAMOND LTD 1051 PERIMETER DR 9TH FLOOR SCHAUMBURG IL 60173 990 2023-01-01 680074461 ORTHOPAEDIC TRAUMA ASSOCIATION ORTH 8476981631 9400 W HIGGINS ROAD STE 305 ROSEMONT IL 60018 HASSAN MIR MD CFO 8476981631 2024-06-24 1 0 CHAD PORTER P01058119 8472401040 2024-06-24 2023 2024-08-08 14:25:15Z EMIL H SCHEMITSCH MD 9400 W HIGGINS ROAD STE 305 ROSEMONT IL 60018 7106669 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 18 200 145316 119323 366597 478829 4559185 4829889 469931 538303 893715 734002 6289428 6581023 794020 473038 0 0 1656224 1828466 0 0 0 3661273 4258325 6111517 6559829 177911 21194 17760262 19152164 1831134 1403257 15929128 17748907 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 2045080 2909856 ANNUAL MEETINGS FOR MEMBERS-SYMPOSIA AND LECTURES ON ORTHOPAEDIC TRAUMA 721887 516835 VARIOUS RESIDENT'S COURSES ARE DESIGNED TO EDUCATE RESIDENTS ON ORTHOPAEDIC TRAUMA TOPICS, AVAILABLE IN-HOUSE, ON THE INTERNET AND BY CD-ROM 473038 473038 GRANTS FOR RESEARCH ON TOPICS IN ORTHOPAEDIC TRAUMA 454502 1403198 VARIOUS MEMBER SERVICES, INCLUDING PROVIDING SUBSCRIPTIONS TO THE JOURNAL OF ORTHOPAEDIC TRAUMA 454502 1403198 3694507 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 16 0 1 18 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 PRESIDENT 1.00 X X 0 0 0 MICHAEL T ARCHDEACON MD 2ND PAST PRESIDENT 1.00 X X 0 0 0 BRENDAN M PATTERSON MD IMMEDIATE PRESIDENT ELECT 1.00 X X 0 0 0 THOMAS F HIGGINS MD 2ND PRESIDENT - ELECT 1.00 X X 0 0 0 HASSAN RIAZ MIR MD CFO 1.00 X X 0 0 0 KELLY A LEFAIVRE MS MEMBER AT LARGE 1.00 X 0 0 0 NIRMAL C TEJWANI MD ANNUAL PROGRAM CHAIR 1.00 X 0 0 0 ANNA N MILLER MD SECRETARY 1.00 X X 0 0 0 KYLE J JERAY MD MEMBER AT LARGE 1.00 X 0 0 0 DOUGLAS W LUNDY MD PRESIDENT - ELECT 1.00 X X 0 0 0 GEORGE V RUSSELL MD MEMBER AT LARGE 1.00 X 0 0 0 KATHLEEN CASWELL CAE EXECUTIVE DIRECTOR 50.00 X 251712 0 24896 ALANNA KAISER DIRECTOR OF EDUCATION 40.00 X 138882 0 33358 ELIZABETH J PLUMMER DIRECTOR OF DEVELOPMENT 40.00 X 128498 0 32331 519092 0 90585 3 0 1 0 0 478829 478829 ANNUAL MEETING REVENUE 611430 2909856 2909856 MEMBERSHIP DUES 611430 1297198 1297198 COURSES REVENUE 611430 516835 516835 FELLOWSHIP ACCREDITATION 611430 106000 106000 4829889 500275 500275 516020 96266 419754 563674 525646 38028 38028 38028 MISCELLANEOUS REVENUE 900099 170233 49050 121183 RESEARCH GRANT RETURNED 900099 47749 47749 217982 6581023 4829889 145316 1126989 387665 387665 85373 85373 276608 276608 1203768 1203768 107426 107426 137487 137487 103177 103177 23663 23663 124550 124550 37019 37019 8288 8288 27516 27516 247167 94759 152408 76017 76017 2957064 2766967 190097 67181 26667 40514 13706 13706 INCOME TAX 27088 27088 JOURNAL PUBLISHING 302183 302183 BANK FEES 111907 111907 BOARD OF DIRECTORS 82512 82512 152464 30893 121571 6559829 3694507 2865322 0 2769403 1640551 761295 17950 688788 281757 188734 193984 739764 534283 57715 205481 13914787 15980121 140835 71025 17760262 19152164 1026704 780361 630460 537985 173970 84911 1831134 1403257 X 15205228 17015061 723900 733846 15929128 17748907 17760262 19152164 21194 1798585 0 X 0 1 X 1 0 X 999145 477490 581767 366597 478829 2903828 4334679 2057958 3744340 4551685 4829889 19518551 124614 104607 135166 197627 168932 730946 5458438 2640055 4461273 5115909 5477650 23153325 19051 19051 435022 435022 435022 19051 454073 22699252 915041 972035 1316787 1053527 920029 5177419 915041 972035 1316787 1053527 920029 5177419 124307 92221 111821 99353 145316 573018 6497786 3704311 5889881 6268789 6542995 28903762 0.78530 0.78540 0.17910 0.17940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42617 3022 45639 46835 -4218 42617 44850 1985 46835 41293 3557 44850 37721 3572 41293 0.53990 0.46010 0 0 175721 149362 26359 522284 343162 179122 41759 41759 0 205481 OPERATING LEASE LIABILITY 84911 84911 8378416 1798585 35827 1834412 6544004 37019 37019 6581023 6558637 35827 35827 6522810 37019 37019 6559829 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 69994 SUB-SAHARAN AFRICA 0 0 GRANT MAKING RESEARCH 15379 0 0 0 0 0 0 85373 0 85373 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES RESEARCH 49994 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES RESEARCH 20000 CHECK 0 SUB-SAHARAN AFRICA RESEARCH 15379 CHECK 0 3 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. 1 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA PO BOX 741816 LOS ANGELES CA 90074 946036494 501C3 26942 0 RESEARCH ORTHOPAEDIC RESEARCH & EDUCATION FOUNDATION 940 W HIGGINS RD ROSEMONT IL 60018 366009467 501C3 37500 0 RESEARCH UNIVERSITY OF PITTSBURGH 371220 500 ROSS STREET 154-0455 PITTSBURGH PA 15262 250965591 501C3 20000 0 RESEARCH UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION PO BOX 931113 CLEVELAND OH 44193 616033693 501C3 19997 0 RESEARCH VANDERBILT UNIVERSITY MEDICAL CENTER PO BOX 121236 DALLAS TX 75312 352528741 501C3 19685 0 RESEARCH OREGON HEALTH & SCIENCE UNIVERSITY PO BOX 3003 PORTLAND OR 97208 931176109 501C3 20000 0 RESEARCH JOHN HOPKINS UNIVERSITY 12529 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 520595110 501C3 79999 0 RESEARCH UNIVERSITY OF IOWA 201 S CLINTON ST IOWA CITY IA 52242 426004813 501C3 80000 0 RESEARCH UNIVERSITY OF SOUTHERN CALIFORNIA 3500 S FIGUEROA STREET SUITE 102 LOS ANGELES CA 90089 951642394 501C3 80000 0 RESEARCH 9 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 250000 0 0 0 1712 0 24896 0 0 0 276608 0 0 0 ALANNA KAISER DIRECTOR OF EDUCATION 135061 0 3600 0 221 0 14006 0 19352 0 172240 0 0 0 ELIZABETH J PLUMMER DIRECTOR OF DEVELOPMENT 124778 0 3500 0 220 0 12979 0 19352 0 160829 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 10000 COST