2025-10-28T15:18:25-05:00 2024-12-31 582487348 Aprio Advisory Group LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2024-01-01 680074461 Orthopaedic Trauma Association ORTH 8476981631 1515 E Woodfield Road 880 Schaumburg IL 60173 Hassan Mir MD CFO 8476981631 2025-10-28 1 0 Stacy Cullen P00974308 3012316200 2025-10-26 2024 2025-03-06 01:10:19Z X Thomas Higgins MD 1515 E Woodfield Road 880 Schaumburg IL 60173 8150038 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 9 17 350 161029 127054 478829 567683 4829889 5476007 538303 1061909 734002 1044439 6581023 8150038 473038 831473 0 0 1828466 2071605 0 0 257235 4258325 4134059 6559829 7037137 21194 1112901 19152164 21899317 1403257 2381835 17748907 19517482 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 1982568 3364972 Annual meetings for members-symposia and lectures on Orthopaedic trauma. 825319 520475 Various resident's courses are designed to educate residents on Orthopaedic trauma topics, available in-house, on the internet and by CD-ROM. 947486 831473 Grants for research on topics in Orthopaedic trauma. 565645 1590560 Various member services, including providing subscriptions to the Journal of Orthopaedic Trauma. 565645 1590560 4321018 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 1 1 1 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 20 0 1 17 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL CA X Kathleen Caswell 8476981631 1515 E Woodfield Road Suite 880 Schaumburg IL 60018 Douglas W Lundy MD President 1.00 X X 0 0 0 Thomas F Higgins MD President-Elect 1.00 X X 0 0 0 William T Obremskey MD 2nd President-Elect 1.00 X X 0 0 0 Brendan M Patterson MD 2nd Past President 1.00 X X 0 0 0 Emil H Schemitsch MD Immediate Past President 1.00 X X 25000 0 0 Anna N Miller MD Secretary 1.00 X X 25000 0 0 Michael Suk CFO 1.00 X X 0 0 0 Kelly A Lefaivre MD Member at Large 1.00 X 0 0 0 Robert V O'Toole MD Member at Large 1.00 X 0 0 0 George V Russell MD Member at Large 1.00 X 0 0 0 Nirmal C Tejwani MD Annual Meeting Program Chair 1.00 X 0 0 0 Kathleen Caswell CAE Executive Director 50.00 X 302632 0 27396 Alanna Kaiser Director of Education 40.00 X 147935 0 21359 Elizabeth J Plummer Director of Development 40.00 X 133880 0 26917 634447 0 75672 3 0 1 0 Encore Group LLC 2365 Matheson Boulevard East Mississauga Ontario CA L4W 5B3 Annual Meeting AV and Management Service 548137 Maestro Culinaire 159 Rue Saint-Antoine O Suite 400 Montreal Quebec CA H2Z 2A7 Annual Meeting Catering Services 371671 Legacy Professionals LLP 4 Westbrook Corp Center Suite 700 Westchester IL 60154 Accounting Services 113475 Global Experience Specialists 4280 Griffith Street SaintLaurent Quebec CA H4T 4L6 Annual Meeting Event Management Services 102912 4 567683 567683 Annual Meeting Revenue 611430 3364972 3364972 Membership Dues 611430 1425560 1425560 Courses Revenue 611430 520475 520475 Fellowship Accreditation 611430 165000 165000 5476007 777061 777061 630586 104881 525705 284848 0 284848 284848 284848 Miscellaneous 900099 216605 56148 160457 Research Grant Returned 900099 197248 197248 413853 8150038 5476007 161029 1945319 631444 631444 200029 200029 380028 151186 185851 42991 1326313 527644 648629 150040 113792 45269 55650 12873 126630 50377 61928 14325 124842 49666 61053 14123 28894 28894 125550 125550 40463 40463 2750 2750 11633 11633 250996 102141 148855 297608 16219 281389 98144 98144 248845 243890 4955 2150005 1829910 297803 22292 111648 56667 54981 36987 18075 18912 Journal Publishing 329978 329978 Board of Directors 116850 116850 Professional Developmen 48188 48188 Income Tax 44343 44343 191177 68523 122063 591 7037137 4321018 2458884 257235 1640551 1998241 761295 1853532 17950 12750 281757 353839 193984 269252 669684 428452 205481 241232 15980121 16596687 71025 573784 19152164 21899317 780361 1119420 537985 705810 84911 556605 1403257 2381835 X 17015061 19517482 733846 0 17748907 19517482 19152164 21899317 1112901 655674 0 X X 0 1 X 1 0 X 477490 581767 366597 478829 567393 2472076 2057958 3744340 4551685 4829889 5424859 20608731 104607 135166 197627 168932 362705 969037 2640055 4461273 5115909 5477650 6354957 24049844 19051 22700 41751 0 19051 22700 41751 24008093 972035 1316787 1053527 920029 1407647 5670025 972035 1316787 1053527 920029 1407647 5670025 92221 111821 99353 145316 51148 499859 3704311 5889881 6268789 6542995 7813752 30219728 0.79450 0.78530 0.18760 0.17910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45639 2122 47761 42617 3022 45639 46835 -4218 42617 44850 1985 46835 41293 3557 44850 0.56030 0.43970 0.00000 0 0 554959 420257 134702 114725 8195 106530 241232 Operating Lease Liability 556605 556605 8765249 655674 655674 8109575 40463 40463 8150038 6996674 0 6996674 40463 40463 7037137 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 172339 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 Grant Making Research 7690 Europe (Including Iceland & Greenland) 0 0 Grant Making Research 20000 0 0 0 0 0 0 200029 0 200029 North America Research 66153 Check 0 North America Research 39563 Check 0 North America Research 66623 Check 0 3 0 Research Europe (Including Iceland & Greenland) 1 20000 Check Research Sub-Saharan Africa 1 7690 Check 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 University of Maryland Baltimore PO Box 41428 Baltimore MD 21203 526002033 501(C)(3) 60000 0 Research State University of Iowa 201 S Clinton Street Iowa City IA 52242 426004813 501(C)(3) 40000 0 Research University of Southern California 3500 S Figueroa Street Suite 102 Los Angeles CA 90089 951642394 501(C)(3) 40000 0 Research Dartmouth-Hitchcock Clinic PO Box 411754 Boston MA 02241 222519596 501(C)(3) 39887 0 Research Regents of the University of California Davis PO Box 741816 Los Angeles CA 90074 946036494 501(C)(3) 38333 0 Research Colorado State University 2002 Campus Delivery Fort Collins CO 80523 846000545 501(C)(3) 25000 0 Research Oregon Health & Science University PO Box 3003 Portland OR 97208 931176109 501(C)(3) 20000 0 Research General Hospital Corp 100 Federal Street Boston MA 02110 042697983 501(C)(3) 13333 0 Research SONA Global Limited 19 Chestnut Avenue Unit 1 Boston MA 02130 882394599 501(C)(3) 13028 0 Research American Academy of Orthopaedic Surgeons 9400 W Higgins Road Rosemont IL 60018 362110592 501(C)(3) 10500 0 Contribution of Support American College of Surgeons PO Box 92425 Chicago IL 60675 362192800 501(C)(3) 14000 0 Contribution of Support Johns Hopkins University c/o Bank of America 12529 Collections Center Drive Chicago IL 60693 520595110 501(C)(3) 79999 0 Research 12 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 unsed 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 285295 0 15900 0 1437 0 27396 0 0 0 330028 0 0 0 Alanna Kaiser Director of Education 143510 0 3800 0 625 0 14582 0 6777 0 169294 0 0 0 Elizabeth J Plummer Director of Development 130080 0 3800 0 0 0 13498 0 13419 0 160797 0 0 0 Form 990, Part VI, Section A, line 4 The organization revised its by-laws during the year. Changes included the following: 1. At least four nominations for the Nominating Committee shall be accepted from Statutory Members at the annual autumn business meeting. 2. Voting for the Nominating Committee will be by electronic ballot distributed after the meeting. Members will be instructed to vote for up to four (4) names on the ballot: the top four (4) voted by members will comprise the elected members of the committee. In the event of a tie for fourth place, a runoff election will be held for that member. 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. Form 990, Part XII, Line 2c: There were no changes to the organization's selection process or oversight process during the year. Center for Orthopaedic Trauma Advancement 9400 W Higgins Road Suite 305 Rosemont IL 60018 300550076 ED/Research 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