Nonprofit · EIN 36-3180285
ORTHOPAEDIC RESEARCH SOCIETY
Tax-exempt · ROSEMONT, IL 60018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $4,133,674 | $3,825,410 | $308,264 | $9,608,340 | $1,185,652 | $8,422,688 |
| December 31, 2024 | 990 | $4,445,163 | $4,247,754 | $197,409 | $9,908,820 | $1,998,265 | $7,910,555 |
| December 31, 2023 | 990 | $3,094,577 | $3,129,538 | -$34,961 | $8,664,293 | $1,286,747 | $7,377,546 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $762,638
- Membership dues
- $542,080
- Program service revenue
- $2,686,997
- Investment income
- $680,233
- Net gain from sales of assets
- $416,003
- Other revenue
- $3,806
Expenses
- Grants and similar amounts paid
- $223,867
- Compensation of officers, directors and key employees
- $187,500
- Other salaries and wages
- $983,790
- Salaries, compensation and benefits (total)
- $1,314,256
- Professional fundraising fees
- $0
- Legal fees
- $11,481
- Accounting fees
- $22,982
- Occupancy
- $66,907
- Travel
- $42,110
- Depreciation
- $4,475
- Program services (functional)
- $2,291,626
- Management and general (functional)
- $1,533,784
Balance sheet and other
- Total assets, start of year
- $9,908,820
- Total assets, end of year
- $9,608,340
- Total liabilities, end of year
- $1,185,652
- Net assets, end of year
- $8,422,688
- Land, buildings and equipment
- $8,199
- Publicly traded securities
- $7,198,659
- Net assets without donor restrictions
- $7,319,940
- Net assets with donor restrictions
- $1,102,748
- Gross receipts
- $4,133,674
- Employees
- 12
- Volunteers
- 200
- Year formed
- 1982
- State of legal domicile
- IL
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATT LOEB | EXECUTIVE DI Trustee or director, Officer | 40 | $187,500 |
| SHARON SMITH-TERRY | PAST EXECUTI Former | 40 | $142,966 |
| TIMOTHY MIX | MARKETING/ME Highest-paid employee | 40 | $105,060 |
| JAIME MARIE ALSTON | DIRECTOR OF Highest-paid employee | 40 | $101,750 |
| SUZANNE MAHER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| SUSAN BUKATA | IMMEDIATE PA Trustee or director | 1 | $0 |
| HICHAM DRISSI | 1ST VICE PRE Trustee or director, Officer | 2 | $0 |
| ROGER CORNWELL | 2ND VICE PRE Trustee or director, Officer | 2 | $0 |
| ROBIN QUEEN | TREASURER Trustee or director, Officer | 2 | $0 |
| DAWN ELLIOTT | SECRETARY Trustee or director, Officer | 2 | $0 |
| MARTIN STODDART | EDUCATION CO Trustee or director | 1 | $0 |
| HOLGER JAHR | COLLABORATIO Trustee or director | 1 | $0 |
| LISBET HAGLUND | SECTION COUN Trustee or director | 1 | $0 |
| MEGAN KILLIAN | COMMUNITY CO Trustee or director | 1 | $0 |
| KARIN PAYNE | RESEARCH COU Trustee or director | 1 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAIMO AHN | ADVOCACY COU Trustee or director | 1 | $0 |
| AMY MCNULTY | MEMBER Trustee or director | 1 | $0 |
| PHILLIPP LEUCHT | MEMBER Trustee or director | 1 | $0 |
| CHRIS PANEBIANCO | MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHARON SMITH-TERRY | PAST EXECUTIVE DIRECTOR Highest-paid employee | 40 | $232,371 | $23,000 |
| SHARON BUKATA | IMMEDIATE PAST PRESIDENT Trustee or director | 1 | $0 | $0 |
| CHRIS PANEBIANCO | MEMBER Trustee or director | 1 | $0 | $0 |
| PHILLIPP LEUCHT | MEMBER Trustee or director | 1 | $0 | $0 |
| AMY MCNULTY | MEMBER Trustee or director | 1 | $0 | $0 |
| MEGAN KILLIAN | COMMUNITY COUNCIL CHAIR Trustee or director | 1 | $0 | $0 |
| MARTIN STODDART | EDUCATION COUNCIL CHAIR Trustee or director | 1 | $0 | $0 |
| JAIMO AHN | ADVOCACY COUNCIL CHAIR Trustee or director | 1 | $0 | $0 |
| HOLGER JAHR | COLLABORATIONS COUNCIL CHAIR Trustee or director | 1 | $0 | $0 |
| KARIN PAYNE | RESEARCH COUNCIL CHAIR Trustee or director | 1 | $0 | $0 |
| LISBET A HAGLUND | SECTION COUNCIL CHAIR Trustee or director | 1 | $0 | $0 |
| MATT LOEB | EXECUTIVE DIRECTOR & CEO Trustee or director | 40 | $0 | $0 |
| SUZANNE MAHER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| HICHAM DRISSI | 1ST VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ROGER CORNWALL | 2ND VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DAWN ELLIOT | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ROBIN QUEEN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON SMITH-TERRY | CHIEF EXECUTIVE DIRECTOR Officer | 40 | $223,668 |
| JEFFREY E BISCHOFF | EDUCATION COUNCIL CHAIR Trustee or director | 1 | $0 |
| KHARMA FOUCHER | COMMUNITY COUNCIL CHAIR Trustee or director | 1 | $0 |
| AMY MCNULTY | MEMBER Trustee or director | 1 | $0 |
| JAIMO AHN | ADVOCACY COUNCIL CHAIR Trustee or director | 1 | $0 |
| LISBET A HAGLUND | SECTION COUNCIL CHAIR Trustee or director | 1 | $0 |
| KARIN PAYNE | RESEARCH COUNCIL CHAIR Trustee or director | 1 | $0 |
| JOHN ANTONIOU | COLLABORATIONS COUNCIL CHAIR Trustee or director | 1 | $0 |
| KELSEY COLLINS | MEMBER Trustee or director | 1 | $0 |
| ROBIN QUEEN | TREASURER-ELECT Trustee or director | 2 | $0 |
| KURT HANKENSON | IMMEDIATE PAST PRESIDENT Trustee or director | 2 | $0 |
| NADEEN CHAHINE | MEMBER Trustee or director | 1 | $0 |
| SUZANNE MAHER | 1ST VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| SUSAN V BUKATA | PRESIDENT Trustee or director, Officer | 2 | $0 |
| HICHAM DRISSI | 2ND VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| AUDREY MCALINDEN | TREASURER Trustee or director, Officer | 2 | $0 |
| DAWN ELLIOT | SECRETARY Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 9400 WEST HIGGINS ROAD, ROSEMONT, IL 60018-4974
- In care of
- % AUDREY MCALINDEN
- Principal officer (990 for 2025)
- SUZANNE MAHER, 9400 WEST HIGGINS ROAD, SUITE 225, ROSEMONT, IL 60018
- Signed the 990
- MATT LOEB, EXECUTIVE DIRECTOR
- Phone
- (847) 823-5770
- Website
- WWW.ORS.ORG
- Return prepared by
- BELLENFANT PLLC
Mission
THE ORTHOPAEDIC RESEARCH SOCIETY (THE "SOCIETY") IS A NONPROFIT CORPORATION ORGANIZED TO SUPPORT, DEVELOP, AND ENCOURAGE RESEARCH AND SPONSOR EDUCATIONAL ACTIVITIES IN FIELDS RELATED TO ORTHOPAEDIC SURGERY. THE SOCIETY WAS INCORPORATED IN THE STATE OF ILLINOIS IN 1982.
Program accomplishments
- MEETINGS, SYMPOSIA AND WORKSHOPS HELD TO PROMOTE, ENCOURAGE AND SUPPORT RESEARCH AND EDUCATION ACTIVITIES IN THE FIELDS OF ORTHOPAEDIC SURGERY AND MUSCULOSKELETAL DISEASES.Expenses $1,762,983 · grants $208,867 · revenue $2,266,906
- JOURNAL OF ORTHOPAEDIC AND JOURNAL OF ORTHOPAEDIC RESEARCH SPINE - MEDICAL JOURNALS TO DISSEMINATE THE EXPANDING BODYOF KNOWLEDGE AND TECHNIQUES OF ORTHOPAEDIC SURGERY TO PROFESSIONALS IN THE FIELD.Expenses $279,615 · revenue $629,603
- WORKSHOPS AND EDUCATION - TO PROVIDE EDUCATIONAL ACTIVITIES AND WORKSHOPS IN THE FIELDS OF ORTHOPAEDIC SURGERY AND MUSCULOSKELETAL DISEASES.Expenses $249,028 · grants $15,000 · revenue $332,568
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3180285
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Medical research (H902)
- Assets (IRS master file)
- $9,608,340
- Income (IRS master file)
- $4,133,674
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $4,133,674 | $3,825,410 | $9,608,340 | XML |
| 990 | December 2024 | $4,445,163 | $4,247,754 | $9,908,820 | XML |
| 990 | December 2023 | $3,094,577 | $3,129,538 | $8,664,293 | XML |
| 990 | December 2022 | $4,940,699 | $3,415,348 | $8,404,550 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 36-3180285).
Questions about ORTHOPAEDIC RESEARCH SOCIETY
- What is the EIN of ORTHOPAEDIC RESEARCH SOCIETY?
- The employer identification number (EIN) of ORTHOPAEDIC RESEARCH SOCIETY is 36-3180285.
- Is ORTHOPAEDIC RESEARCH SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to ORTHOPAEDIC RESEARCH SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORTHOPAEDIC RESEARCH SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORTHOPAEDIC RESEARCH SOCIETY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORTHOPAEDIC RESEARCH SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ORTHOPAEDIC RESEARCH SOCIETY?
- The 990 for the year ended December 31, 2025 names SUZANNE MAHER.
- Who are the officers and directors of ORTHOPAEDIC RESEARCH SOCIETY?
- The 990 for the year ended December 31, 2025 lists 19 people; 4 received compensation from the organization, the highest $187,500 (MATT LOEB, EXECUTIVE DI).
- How much revenue does ORTHOPAEDIC RESEARCH SOCIETY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $4,133,674, expenses of $3,825,410 and total assets of $9,608,340 at year end.
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