Nonprofit · EIN 62-0548038
CAMPBELL FOUNDATION
Tax-exempt · GERMANTOWN, TN 38138
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,454,525 | $3,607,445 | $847,080 | $14,059,336 | $207,247 | $13,852,089 |
| December 31, 2023 | 990 | $3,250,511 | $3,289,429 | -$38,918 | $12,493,396 | $196,594 | $12,296,802 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,861,911
- Program service revenue
- $0
- Investment income
- $691,624
- Net rental income
- $9,324
- Net gain from sales of assets
- $61,574
- Net income from fundraising events
- -$108,334
- Other revenue
- -$99,010
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $169,840
- Other salaries and wages
- $1,212,239
- Salaries, compensation and benefits (total)
- $1,624,213
- Professional fundraising fees
- $0
- Legal fees
- $35,179
- Travel
- $66,026
- Depreciation
- $46,003
- Program services (functional)
- $2,719,169
- Management and general (functional)
- $346,912
- Fundraising (functional)
- $541,364
Balance sheet and other
- Total assets, start of year
- $12,493,396
- Total assets, end of year
- $14,059,336
- Total liabilities, end of year
- $207,247
- Net assets, end of year
- $13,852,089
- Land, buildings and equipment
- $678,318
- Net assets without donor restrictions
- $9,993,399
- Net assets with donor restrictions
- $3,858,690
- Gross receipts
- $5,998,544
- Employees
- 27
- Volunteers
- 17
- Year formed
- 1947
- State of legal domicile
- TN
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER T KOLTNOW | EXECUTIVE DIRECTOR Officer | 40 | $166,640 | $3,200 |
| GARY E STAVRUM | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| DR FREDERICK M AZAR | CHIEF STAFF OFFICER Trustee or director, Officer | 1 | $0 | $0 |
| DR JAMES H BEATY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PEG MURPHY BRANYAN | DEVELOPMENT CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KELLY P LUTTRELL | FINANCE CHAIR/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DR DEREK M KELLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR DAVID G LAVELLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR SANTOS F MARTINEZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR WILLIAM M MIHALKO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR G ANDREW MURPHY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANK T NAVARRA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID T POPWELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR JEFFREY R SAWYER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR THOMAS W THROCKMORTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR NORFLEET B THOMPSON | TRUSTEE Trustee or director | 1 | $0 |
| BARBARA WILLIAMSON | TRUSTEE Trustee or director | 1 | $0 |
| GARY K WUNDERLICH JR | TRUSTEE Trustee or director | 1 | $0 |
| DANIEL H SHUMATE | CHIEF EXECUTIVE OFFICER Officer | 1 | $0 |
| TIMOTHY DUFFY | CHIEF FINANCIAL OFFICER Officer | 1 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JENNIFER T KOLTNOW | EXECUTIVE DIRECTOR Officer | 40 | $164,266 | $14,122 |
| GARY E STAVRUM | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| DR FREDERICK M AZAR | CHIEF STAFF OFFICER Trustee or director, Officer | 1 | $0 | $0 |
| DR G ANDREW MURPHY | DEVELOPMENT CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| KELLY P LUTTRELL | FINANCE CHAIR/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DR S TERRY CANALE | PRESIDENT (UNTIL 8/23) Trustee or director, Officer | 1 | $0 | $0 |
| BARBARA WILLIAMSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID T POPWELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR WILLIAM M MIHALKO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR DAVID G LAVELLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR JEFFREY R SAWYER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANK T NAVARRA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR DEREK M KELLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR NORFLEET B THOMPSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GARY K WUNDERLICH JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PEG BRANYAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR JAMES H BEATY | TRUSTEE/CHAIRMAN (AS OF 11/23) Trustee or director, Officer | 1 | $0 | $0 |
| DR SANTOS F MARTINEZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR THOMAS W THROCKMORTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANIEL H SHUMATE | CHIEF EXECUTIVE OFFICER Officer | 1 | $0 | $0 |
| DARYL THOMASON | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1400 S GERMANTOWN RD, GERMANTOWN, TN 38138-2205
- Principal officer (990 for 2024)
- JENNIFER T KOLTNOW, 1400 S GERMANTOWN ROAD, GERMANTOWN, TN 38138
- Signed the 990
- JENNIFER T KOLTNOW, EXECUTIVE DIRECTOR
- Phone
- (901) 759-5490
- Website
- WWW.CAMPBELL-FOUNDATION.ORG
- Return prepared by
- CBIZ ADVISORS LLC
Mission
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.
Program accomplishments
- 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.(PROGRAM DESCRIPTION CONTINUED ON SCHEDULE O)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.Expenses $2,719,169 · revenue $9,324
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 | Not 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
- 62-0548038
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1947
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $14,059,336
- Income (IRS master file)
- $5,998,544
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,454,525 | $3,607,445 | $14,059,336 | XML |
| 990 | December 2023 | $3,250,511 | $3,289,429 | $12,493,396 | XML |
| 990 | December 2022 | $3,240,754 | $2,818,853 | $11,180,012 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 62-0548038).
Questions about CAMPBELL FOUNDATION
- What is the EIN of CAMPBELL FOUNDATION?
- The employer identification number (EIN) of CAMPBELL FOUNDATION is 62-0548038.
- Is CAMPBELL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
- Are donations to CAMPBELL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CAMPBELL FOUNDATION 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 CAMPBELL 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 CAMPBELL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CAMPBELL FOUNDATION?
- The 990 for the year ended December 31, 2024 names JENNIFER T KOLTNOW.
- Who are the officers and directors of CAMPBELL FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 20 people; 1 received compensation from the organization, the highest $166,640 (JENNIFER T KOLTNOW, EXECUTIVE DIRECTOR).
- How much revenue does CAMPBELL FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,454,525, expenses of $3,607,445 and total assets of $14,059,336 at year end.
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