Nonprofit · EIN 68-0074461
ORTHOPEDIC TRAUMA ASSOCIATION INC
Tax-exempt · SCHAUMBURG, IL 60173
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,150,038 | $7,037,137 | $1,112,901 | $21,899,317 | $2,381,835 | $19,517,482 |
| December 31, 2023 | 990 | $6,581,023 | $6,559,829 | $21,194 | $19,152,164 | $1,403,257 | $17,748,907 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $567,683
- Program service revenue
- $5,476,007
- Investment income
- $1,061,909
- Royalties
- $630,586
- Net gain from sales of assets
- $284,848
- Other revenue
- $1,044,439
Expenses
- Grants and similar amounts paid
- $831,473
- Compensation of officers, directors and key employees
- $380,028
- Other salaries and wages
- $1,326,313
- Salaries, compensation and benefits (total)
- $2,071,605
- Professional fundraising fees
- $0
- Legal fees
- $28,894
- Accounting fees
- $125,550
- Occupancy
- $98,144
- Travel
- $248,845
- Depreciation
- $111,648
- Program services (functional)
- $4,321,018
- Management and general (functional)
- $2,458,884
- Fundraising (functional)
- $257,235
Balance sheet and other
- Total assets, start of year
- $19,152,164
- Total assets, end of year
- $21,899,317
- Total liabilities, end of year
- $2,381,835
- Net assets, end of year
- $19,517,482
- Land, buildings and equipment
- $241,232
- Publicly traded securities
- $16,596,687
- Net assets without donor restrictions
- $19,517,482
- Gross unrelated business income
- $161,029
- Gross receipts
- $8,150,038
- Employees
- 17
- Volunteers
- 350
- Year formed
- 1987
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Kathleen Caswell CAE | Executive Director Officer | 50 | $302,632 | $27,396 |
| Alanna Kaiser | Director of Education Highest-paid employee | 40 | $147,935 | $21,359 |
| Elizabeth J Plummer | Director of Development Highest-paid employee | 40 | $133,880 | $26,917 |
| Emil H Schemitsch MD | Immediate Past President Trustee or director, Officer | 1 | $25,000 | $0 |
| Anna N Miller MD | Secretary Trustee or director, Officer | 1 | $25,000 | $0 |
| Douglas W Lundy MD | President Trustee or director, Officer | 1 | $0 | $0 |
| Thomas F Higgins MD | President-Elect Trustee or director, Officer | 1 | $0 | $0 |
| William T Obremskey MD | 2nd President-Elect Trustee or director, Officer | 1 | $0 | $0 |
| Brendan M Patterson MD | 2nd Past President Trustee or director, Officer | 1 | $0 | $0 |
| Michael Suk | CFO Trustee or director, Officer | 1 | $0 | $0 |
| Kelly A Lefaivre MD | Member at Large Trustee or director | 1 | $0 | $0 |
| Robert V O'Toole MD | Member at Large Trustee or director | 1 | $0 | $0 |
| George V Russell MD | Member at Large Trustee or director | 1 | $0 | $0 |
| Nirmal C Tejwani MD | Annual Meeting Program Chair Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHLEEN CASWELL CAE | EXECUTIVE DIRECTOR Officer | 50 | $251,712 | $24,896 |
| ALANNA KAISER | DIRECTOR OF EDUCATION Highest-paid employee | 40 | $138,882 | $33,358 |
| ELIZABETH J PLUMMER | DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $128,498 | $32,331 |
| EMIL H SCHEMITSCH MD | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL T ARCHDEACON MD | 2ND PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| BRENDAN M PATTERSON MD | IMMEDIATE PRESIDENT ELECT Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS F HIGGINS MD | 2ND PRESIDENT - ELECT Trustee or director, Officer | 1 | $0 | $0 |
| HASSAN RIAZ MIR MD | CFO Trustee or director, Officer | 1 | $0 | $0 |
| KELLY A LEFAIVRE MS | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| NIRMAL C TEJWANI MD | ANNUAL PROGRAM CHAIR Trustee or director | 1 | $0 | $0 |
| ANNA N MILLER MD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KYLE J JERAY MD | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| DOUGLAS W LUNDY MD | PRESIDENT - ELECT Trustee or director, Officer | 1 | $0 | $0 |
| GEORGE V RUSSELL MD | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1515 E WOODFIELD RD STE 880, SCHAUMBURG, IL 60173-5437
- In care of
- % ORTH
- Principal officer (990 for 2024)
- Thomas Higgins MD, 1515 E Woodfield Road 880, Schaumburg, IL 60173
- Signed the 990
- Hassan Mir MD, CFO
- Phone
- (847) 698-1631
- Website
- www.ota.org
- Return prepared by
- Aprio Advisory Group LLC
Mission
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.
Program accomplishments
- Annual meetings for members-symposia and lectures on Orthopaedic trauma.Expenses $1,982,568 · revenue $3,364,972
- Various resident's courses are designed to educate residents on Orthopaedic trauma topics, available in-house, on the internet and by CD-ROM.Expenses $825,319 · revenue $520,475
- Grants for research on topics in Orthopaedic trauma.Expenses $947,486 · grants $831,473
- Various member services, including providing subscriptions to the Journal of Orthopaedic Trauma.Expenses $565,645 · revenue $1,590,560
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
- 68-0074461
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $21,899,317
- Income (IRS master file)
- $8,150,038
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,150,038 | $7,037,137 | $21,899,317 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $6,581,023 | $6,559,829 | $19,152,164 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $6,289,428 | $6,111,517 | $17,760,262 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | 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 68-0074461).
Questions about ORTHOPEDIC TRAUMA ASSOCIATION INC
- What is the EIN of ORTHOPEDIC TRAUMA ASSOCIATION INC?
- The employer identification number (EIN) of ORTHOPEDIC TRAUMA ASSOCIATION INC is 68-0074461.
- Is ORTHOPEDIC TRAUMA ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to ORTHOPEDIC TRAUMA ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORTHOPEDIC TRAUMA ASSOCIATION INC 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 ORTHOPEDIC TRAUMA ASSOCIATION INC 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 ORTHOPEDIC TRAUMA ASSOCIATION INC 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 ORTHOPEDIC TRAUMA ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 names Thomas Higgins MD.
- Who are the officers and directors of ORTHOPEDIC TRAUMA ASSOCIATION INC?
- The 990 for the year ended December 31, 2024 lists 14 people; 5 received compensation from the organization, the highest $302,632 (Kathleen Caswell CAE, Executive Director).
- How much revenue does ORTHOPEDIC TRAUMA ASSOCIATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,150,038, expenses of $7,037,137 and total assets of $21,899,317 at year end.
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