2024-10-01T09:16:26-05:00 2023-12-31 263753134 CBIZ ADVISORS LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2023-01-01 620548038 THE CAMPBELL FOUNDATION CAMP 9017595490 1400 S GERMANTOWN ROAD GERMANTOWN TN 38138 JENNIFER T KOLTNOW EXECUTIVE DIRECTOR 9017595490 2024-10-01 1 1 CHARLES N CICCONE P01274937 6177610600 2024-10-01 2023 2024-10-15 13:58:12Z JENNIFER T KOLTNOW 1400 S GERMANTOWN ROAD GERMANTOWN TN 38138 4848411 0 X WWW.CAMPBELL-FOUNDATION.ORG X 1947 TN THE MISSION IS TO ENHANCE THE QUALITY OF LIFE THROUGH THE SCIENCE OF ORTHOPAEDIC MEDICINE WITH A STRONG COMMITMENT TO SURGEON EDUCATION, ORTHOPAEDIC RESEARCH, AND COMMUNITY HEALTHCARE. THE CAMPBELL FOUNDATION PROVIDES A RESIDENCY AND FELLOWSHIP TRAINING PROGRAM FOR DOCTORS SPECIALIZING IN ORTHOPAEDIC SURGERY, CONDUCTS PROMISING RESEARCH TO DISCOVER NEW TREATMENTS AND THERAPIES FOR ORTHOPAEDIC CONDITIONS, AND PUBLISHES ARTICLES IN NATIONAL AND INTERNATIONAL JOURNALS AS WELL AS CHAPTERS FOR ORTHOPAEDIC TEXTBOOKS. 17 17 25 17 0 0 3173344 3050143 0 0 116623 268642 -49213 -68274 3240754 3250511 0 0 0 0 1243921 1467327 0 0 339531 1574932 1822102 2818853 3289429 421901 -38918 11180012 12493396 79456 196594 11100556 12296802 X THE MISSION IS TO ENHANCE THE QUALITY OF LIFE THROUGH THE SCIENCE OF ORTHOPAEDIC MEDICINE WITH A STRONG COMMITMENT TO SURGEON EDUCATION, ORTHOPAEDIC RESEARCH, AND COMMUNITY HEALTHCARE. THE CAMPBELL FOUNDATION PROVIDES A RESIDENCY AND FELLOWSHIP TRAINING PROGRAM. 0 0 2570162 9324 THE CAMPBELL FOUNDATION MEDICAL EDUCATION PROGRAM PROVIDES ACADEMIC AND RESEARCH SUPPORT (BOOKS AND SUBSCRIPTIONS, TRAINING, TRAVEL, CREDENTIALING, LICENSURE, WEEKLY CONFERENCES, RESEARCH AND OTHER SUPPORT) FOR 40 RESIDENTS; SALARY AND BENEFITS, ALONG WITH ACADEMIC AND RESEARCH SUPPORT (BOOKS, TRAVEL, CREDENTIALING, LICENSURE, WEEKLY CONFERENCES, RESEARCH AND OTHER SUPPORT) FOR 6 FELLOWS. ACADEMIC LECTURES, SURGICAL LABS AND TRAINING PROGRAMS ARE PROVIDED TO RESIDENTS, FELLOWS AND PRACTICING PHYSICIANS IN ADDITION TO ORTHOPAEDIC HEALTHCARE PROFESSIONALS.ORTHOPAEDIC CLINICAL RESEARCH SUPPORT IS PROVIDED THROUGH SCIENTIFIC LABORATORIES, STATISTICAL AND DATA SUPPORT, INSTITUTIONAL COLLABORATION, SUBJECT ENROLLMENT, RESEARCH SUPPLIES AND ASSISTANCE FROM SCIENTISTS, LABORATORY TECHNICIANS AND OTHER STAFF. BEST PRACTICES, TECHNIQUES AND RESEARCH FINDINGS ARE DISSEMINATED THROUGH PEER-REVIEWED JOURNAL ARTICLES, PROFESSIONAL SOCIETY PRESENTATIONS, ACADEMIC TEXTBOOK CHAPTERS AND ORIGINAL ARTICLES.IN ADDITION, THE PROGRAM IS ASSISTED BY PROGRAM COORDINATORS, MEDICAL WRITERS, GRAPHIC DESIGN ASSISTANTS, MEDICAL LIBRARIAN AND OTHER ADMINISTRATIVE ASSISTANTS. COMMUNITY HEALTHCARE PROGRAMS DELIVER COMPREHENSIVE ORTHOPAEDIC CARE, EDUCATION AND SERVICES TO HIGH-RISK, HIGH-NEED ADULT AND PEDIATRIC PATIENTS IN THE GREATER MEMPHIS REGION AND LOCATIONS AROUND THE WORLD. 2570162 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR AZ CO FL GA IL IN KY MA MD MI MS MT NC NJ NY OH OK PA SC TN VA WI X ANGIE SMITH 9014355705 1400 S GERMANTOWN ROAD GERMANTOWN TN 38138 GARY E STAVRUM CHAIRMAN 1.00 X X 0 0 0 DR FREDERICK M AZAR CHIEF STAFF OFFICER 1.00 X X 0 0 0 DR G ANDREW MURPHY DEVELOPMENT CHAIR 1.00 X X 0 0 0 KELLY P LUTTRELL FINANCE CHAIR/TREASURER 1.00 X X 0 0 0 DR S TERRY CANALE PRESIDENT (UNTIL 8/23) 1.00 X X 0 0 0 BARBARA WILLIAMSON TRUSTEE 1.00 X 0 0 0 DAVID T POPWELL TRUSTEE 1.00 X 0 0 0 DR WILLIAM M MIHALKO TRUSTEE 1.00 X 0 0 0 DR DAVID G LAVELLE TRUSTEE 1.00 X 0 0 0 DR JEFFREY R SAWYER TRUSTEE 1.00 X 0 0 0 FRANK T NAVARRA TRUSTEE 1.00 X 0 0 0 DR DEREK M KELLY TRUSTEE 1.00 X 0 0 0 DR NORFLEET B THOMPSON TRUSTEE 1.00 X 0 0 0 GARY K WUNDERLICH JR TRUSTEE 1.00 X 0 0 0 PEG BRANYAN TRUSTEE 1.00 X 0 0 0 DR JAMES H BEATY TRUSTEE/CHAIRMAN (AS OF 11/23) 1.00 X X 0 0 0 DR SANTOS F MARTINEZ TRUSTEE 1.00 X 0 0 0 DR THOMAS W THROCKMORTON TRUSTEE 1.00 X 0 0 0 DANIEL H SHUMATE CHIEF EXECUTIVE OFFICER 1.00 X 0 0 0 DARYL THOMASON CHIEF FINANCIAL OFFICER 1.00 X 0 0 0 JENNIFER T KOLTNOW EXECUTIVE DIRECTOR 40.00 X 164266 0 14122 164266 0 14122 1 0 1 0 0 345155 10000 2694988 3050143 248652 248652 9324 0 9324 9324 9324 1540292 1520302 19990 19990 19990 0 345155 77598 -77598 -77598 3250511 9324 0 191044 172704 172704 1049835 656089 155644 238102 78824 51291 12048 15485 72938 51351 7762 13825 93026 61453 11737 19836 29073 29073 75488 75488 45442 2520 28220 14702 5361 5361 63749 61019 130 2600 12665 9147 1055 2463 78610 70571 8039 RESIDENT SALARY REIMB. 543749 543749 RESEARCH AND ASSISTANCE 465345 465345 LECTURE EXPENSE 203582 203582 MEALS/ENTERTAINMENT 78296 76078 2218 220742 139902 50540 30300 3289429 2570162 379736 339531 1569507 1386619 56464 388261 391938 153200 41835 16248 382800 220306 117373 162494 9002895 10386574 11180012 12493396 59851 130141 19605 66453 79456 196594 X 7343848 8524757 3756708 3772045 11100556 12296802 11180012 12493396 -38918 1235164 0 X 0 1 X 1 0 X 2585228 2419496 2577613 3173344 3050143 13805824 2585228 2419496 2577613 3173344 3050143 13805824 964690 12841134 279320 255241 181485 223987 258237 1198270 47527 132292 179819 15183913 0.84570 0.77200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NET FUNDRAISING INCOME - 2019 AMOUNT: $ 47,527. 2020 AMOUNT: $ 132,292. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1448474 209347 1657821 1677947 -229473 1448474 1492752 185195 1677947 1383403 109349 1492752 1132318 54000 197085 1383403 0.00000 0.54967 0.45033 0 0 192311 103418 88893 190489 116888 73601 162494 FIXED INCOME 3705410 F EQUITIES 6681164 F 10386574 OTHER PAYABLES 66453 66453 4601376 1235164 113591 77598 1426353 3175023 75488 75488 3250511 3405130 113591 77598 191189 3213941 75488 75488 3289429 PART V, LINE 4: INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS: FOR RESIDENT AND FELLOW EDUCATION AND RESEARCH. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET AGAINST REVENUE 77,598. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET AGAINST REVENUE 77,598. CAMPBELL CELEBRATES 213155 213155 52379 INGRAM LECTURE 132000 132000 25219 345155 345155 77598 77598 -77598 X X 0 0 0 0 0 0 0 0 0 JENNIFER T KOLTNOW EXECUTIVE DIRECTOR 164266 0 0 0 0 0 8438 0 5684 0 178388 0 0 0 PART I, LINE 3 AN EXECUTIVE COMMITTEE OF THE BOARD MADE UP OF INDEPENDENT PERSONS MEETS ANNUALLY TO REVIEW THE EXECUTIVE DIRECTOR'S COMPENSATION. WITH THE ASSISTANCE OF HUMAN RESOURCES, THE EXECUTIVE COMMITTEE REVIEWS COMPARABLE SALARY SURVEYS. MINUTES ARE KEPT DURING THE EXECUTIVE COMMITTEE'S DELIBERATION AND DECISION MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 11B ALL MEMBERS OF THE BOARD OF TRUSTEES AND THE FINANCE COMMITTEE OF THE ORGANIZATION WERE PROVIDE A DRAFT COPY TO REVIEW BEFORE FILING VIA EMAIL. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF TRUSTEES ARE ASKED TO SIGN A CONFLICT OF INTEREST AGREEMENT EACH TERM AND CONTRACTS THAT IMPACT THIS ARE APPROVED BY THE REMAINING MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A AN EXECUTIVE COMMITTEE OF THE BOARD MADE UP OF INDEPENDENT PERSONS MEETS ANNUALLY TO REVIEW THE EXECUTIVE DIRECTOR'S COMPENSATION. WITH THE ASSISTANCE OF HUMAN RESOURCES, THE EXECUTIVE COMMITTEE REVIEWS COMPARABLE SALARY SURVEYS. MINUTES ARE KEPT DURING THE EXECUTIVE COMMITTEE'S DELIBERATION AND DECISION MAKING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 CERTAIN GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN OR VERBAL REQUEST. THE FORM 990 IS AVAILABLE UPON REQUEST OR ON GUIDESTAR.ORG.