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Health : Medical Research (Grantmaking/Grants Payable)

Orthopaedic Research and Education Foundation

Finding answers. Improving lives.

two stars

77.09

9400 West Higgins Road Suite 215
Rosemont, IL 60018
tel: (847) 698-9980   Web Site
EIN: 36-6009467

Board Leadership
Michael Parks, MD
President

CEO
P. Joanne Ray
Chief Executive Officer

  Score
(out of 100)
Rating
Overall Score & Rating 77.09 two stars
  Financial 67.85 one star
  Accountability & Transparency 96.00 four stars
This rating was published 06/01/2019 and includes data from FY2018, the most recent 990 received at that time.

The Orthopaedic Research and Education Foundation (OREF) is an independent charitable 501(c)(3) organization committed to improving lives by supporting excellence in orthopaedic research. OREF is dedicated to being the leader in supporting research that improves function, eliminates pain and restores mobility, and is the premier orthopaedic organization funding research across all subspecialties.

OREF was founded in 1955 by orthopaedic surgeons to help their colleagues investigate research questions important to the field, independent of commercial concerns. OREF serves orthopaedics by nurturing new researchers, providing grant funding to orthopaedic surgeons to conduct research, and supporting studies that advance orthopaedics and improve patient care.

Since 1955, OREF has awarded more than 4,700 grants, providing more than $146 million in support of orthopaedic research.

The Orthopaedic Research and Education Foundation (OREF) is an independent charitable 501(c)(3) organization committed to improving lives by supporting excellence in orthopaedic research. OREF is dedicated to being the leader in supporting research that improves function, eliminates pain and restores mobility, and is the premier orthopaedic organization funding research across all subspecialties.

OREF was founded in 1955 by orthopaedic surgeons to help their colleagues investigate research questions important to the field, independent of commercial concerns. OREF serves orthopaedics by nurturing new researchers, providing grant funding to orthopaedic surgeons to conduct research, and supporting studies that advance orthopaedics and improve patient care.

Since 1955, OREF has awarded more than 4,700 grants, providing more than $146 million in support of orthopaedic research.

Impact Information

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Financial

one star

67.85

Accountability & Transparency

four stars

96.00

This rating was published 06/01/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
57.4%
  Administrative Expenses 18.1%
  Fundraising Expenses 24.3%
  Fundraising Efficiency $0.25
  Working Capital Ratio (years) 0.98
  Program Expenses Growth 2.7%
  Liabilities to Assets 15.7%
All data for Financial Performance Metrics calculations was provided by Orthopaedic Research and Education Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Orthopaedic Research and Education Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Orthopaedic Research and Education Foundation (IL) 77.09 two stars
Cystinosis Research Foundation (CA) 93.96 four stars
Children's Tumor Foundation (NY) 87.86 three stars
American Psychiatric Association Foundation (DC) 85.22 three stars
NephCure Kidney International (PA) 89.79 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $5,448,193
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $5,448,193
   Program Service Revenue $0
Total Primary Revenue $5,448,193
   Other Revenue $639,533
TOTAL REVENUE $6,087,726
   
EXPENSES  
   Program Expenses $3,288,934
   Administrative Expenses $1,054,678
   Fundraising Expenses $843,889
TOTAL FUNCTIONAL EXPENSES $5,187,501
   
Payments to Affiliates $0
Excess (or Deficit) for the year $900,225
   
Net Assets $21,503,079

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Due to an error on this organization's Form 990, we are unable to display program information.

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 06/01/2019 77.09 two stars
2016-12 05/01/2018 69.21 one star
2015-12 03/01/2017 71.29 two stars
2014-12 06/01/2016 76.52 two stars
 
CN 2.0
2014-12 12/22/2015 70.11 two stars
2013-12 05/01/2015 82.79 three stars
2012-12 02/01/2014 83.33 three stars
2011-12 04/01/2013 82.57 three stars
2010-12 02/01/2012 92.81 four stars
2009-12 09/20/2011 89.42 three stars
 
CN 1.0
2009-12 02/01/2011 86.78 three stars
2008-12 12/01/2009 47.31 zero star
2006-12 11/01/2007 70.10 two stars
2005-12 12/15/2006 67.75 one star
2004-12 01/01/2006 77.72 two stars
2003-12 01/05/2005 79.61 two stars
2002-12 12/01/2003 78.40 two stars
2001-12 02/05/2003 86.56 three stars
2000-12 10/15/2002 73.29 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 36-6009467
Name in IRS Master File ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION
NTEE Code H50
NTEE Classification Nerve, Muscle, Bone Research
NTEE Type Medical Research
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (59) Other school related activities
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date August, 1957
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$140,978 2.71% P. Joanne Ray Chief Executive Officer
Other Salaries of Note
$143,502 2.76% Carol Wargo Vice President of Corporate

Highly Rated

Charity Name & State Overall Score Overall Rating
Orthopaedic Research and Education Foundation (IL) 77.09 two stars
Arthritis National Research Foundation (CA) 99.76 four stars
Michael J. Fox Foundation for Parkinson's Research (NY) 91.03 four stars
Population Council (NY) 90.03 four stars
Lupus Research Alliance (NY) 91.39 four stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Orthopaedic Research and Education Foundation
9400 West Higgins Road
Suite 215
Rosemont, IL 60018
tel: (847) 698-9980
fax: (847) 698-7806
EIN: 36-6009467

Visit Web Site

Board Leadership

Michael Parks, MD
President

CEO

P. Joanne Ray
Chief Executive Officer

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