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Nonprofit · EIN 27-0170045

MUSCULOSKELETAL ORTHOPEDIC RESEARCH AND EDUCATION FOUNDATION

Tax-exempt · PHOENIX, AZ 85023

Financials

$639K$909K2023$464K$804K2024
Revenue Expenses · by fiscal year end
Financials of MUSCULOSKELETAL ORTHOPEDIC RESEARCH AND EDUCATION FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$464,455$804,030-$339,575$660,510$1,881,500-$1,220,990
December 31, 2023990-PF$639,018$908,807-$269,789$735,405$1,616,820-$881,415
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$194,705
Other income
$269,750

Expenses

Grants and similar amounts paid
$15,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$227,189

Balance sheet and other

Total assets, start of year
$735,405
Total assets, end of year
$660,510
Total liabilities, end of year
$1,881,500
Net assets, end of year
-$1,220,990
Fair market value of assets
$1,127,866
Qualifying distributions
$227,189

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MARC JACOFSKY PHD
18444 N 25TH AVENUE STE 110, PHOENIX, AZ 85023
EXECUTIVE DIRECTOR20$0
JASON SCALISE MD
18444 N 25TH AVENUE STE 110, PHOENIX, AZ 85023
CHAIR1$0
MELISSA ADDINGTON
18444 N 25TH AVENUE STE 110, PHOENIX, AZ 85023
SECRETARY/TREASURER1$0
DR GUNNER ANDERSSON
18444 N 25TH AVENUE STE 110, PHOENIX, AZ 85023
MEMBER1$0
JENNIFER MCGREEVY
18444 N 25TH AVENUE STE 110, PHOENIX, AZ 85023
MEMBER1$0
CHRIS MARTINEZ
18444 N 25TH AVENUE STE 110, PHOENIX, AZ 85023
MEMBER1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
MARC JACOFSKY PHD
18444 N 25TH AVENUE STE 110, PHOENIX, AZ 85023
EXECUTIVE DIRECTOR20$0
JASON SCALISE MD
18444 N 25TH AVENUE STE 110, PHOENIX, AZ 85023
CHAIR1$0
DR WAEL BARSOUM MD
18444 N 25TH AVENUE STE 110, PHOENIX, AZ 85023
VICE CHAIR (THRU 11/8/23)1$0
MELISSA ADDINGTON
18444 N 25TH AVENUE STE 110, PHOENIX, AZ 85023
SECRETARY/TREASURER1$0
DR GUNNER ANDERSSON
18444 N 25TH AVENUE STE 110, PHOENIX, AZ 85023
MEMBER1$0
JENNIFER MCGREEVY
18444 N 25TH AVENUE STE 110, PHOENIX, AZ 85023
MEMBER1$0

Address and contacts

Address (IRS master file)
18444 N 25TH AVE STE 110, PHOENIX, AZ 85023-1262
Signed the 990-PF
MARC JACOFSKY PHD, EXECUTIVE DIRECTOR
Phone
(623) 537-5642
Return prepared by
CLIFTONLARSONALLEN LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-0170045
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2011
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Medical research (H90)
Assets (IRS master file)
$660,510
Income (IRS master file)
$464,455

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$464,455$804,030$660,510IRS
990-PFDecember 2023$639,018$908,807$735,405XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0170045).

Questions about MUSCULOSKELETAL ORTHOPEDIC RESEARCH AND EDUCATION FOUNDATION

What is the EIN of MUSCULOSKELETAL ORTHOPEDIC RESEARCH AND EDUCATION FOUNDATION?
The employer identification number (EIN) of MUSCULOSKELETAL ORTHOPEDIC RESEARCH AND EDUCATION FOUNDATION is 27-0170045.
Is MUSCULOSKELETAL ORTHOPEDIC RESEARCH AND EDUCATION FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to MUSCULOSKELETAL ORTHOPEDIC RESEARCH AND EDUCATION FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does MUSCULOSKELETAL ORTHOPEDIC RESEARCH AND EDUCATION FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MUSCULOSKELETAL ORTHOPEDIC RESEARCH AND EDUCATION FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MUSCULOSKELETAL ORTHOPEDIC RESEARCH AND EDUCATION FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MUSCULOSKELETAL ORTHOPEDIC RESEARCH AND EDUCATION FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does MUSCULOSKELETAL ORTHOPEDIC RESEARCH AND EDUCATION FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $464,455, expenses of $804,030 and total assets of $660,510 at year end.

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