Civic Intelligence

Orthopaedic Research Society

EIN 36-3180285 • 501(c)3 • Des Plaines, IL

View Organization Page

Profile

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.

9400 West Higgins Road Ste 225Des Plaines, IL 60018

www.ors.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.20x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.45x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

50th percentile

4.4%

Higher net margin than 50% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

61st percentile

8.6%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

26th percentile

-5.1%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$9,908,820

Up $1,244,527 (+14%) from 2023

Liabilities

Up

$1,998,265

Up $711,518 (+55%) from 2023

Net Assets

Up

$7,910,555

Up $533,009 (+7.2%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin50th percentile

Revenue

Up

$4,445,163

Up $1,350,586 (+44%) from 2023

Expenses

Up

$4,247,754

Up $1,118,216 (+36%) from 2023

Net Income

Up

$197,409

Up $232,370 (+665%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $3,633,858Liabilities 2010: $1,182,357Net Assets 2010: $2,451,5012010Assets 2011: $3,378,051Liabilities 2011: $1,360,476Net Assets 2011: $2,017,5752011Assets 2012: $3,623,794Liabilities 2012: $1,316,134Net Assets 2012: $2,307,6602012Assets 2013: $3,744,396Liabilities 2013: $765,738Net Assets 2013: $2,978,6582013Assets 2014: $4,067,638Liabilities 2014: $830,812Net Assets 2014: $3,236,8262014Assets 2015: $3,951,395Liabilities 2015: $918,356Net Assets 2015: $3,033,0392015Assets 2016: $4,360,385Liabilities 2016: $956,001Net Assets 2016: $3,404,3842016Assets 2017: $5,348,361Liabilities 2017: $1,264,785Net Assets 2017: $4,083,5762017Assets 2018: $6,065,219Liabilities 2018: $1,746,047Net Assets 2018: $4,319,1722018Assets 2019: $6,872,328Liabilities 2019: $1,770,815Net Assets 2019: $5,101,5132019Assets 2020: $6,901,425Liabilities 2020: $1,111,260Net Assets 2020: $5,790,1652020Assets 2021: $7,471,451Liabilities 2021: $1,160,897Net Assets 2021: $6,310,5542021Assets 2022: $8,404,550Liabilities 2022: $1,439,115Net Assets 2022: $6,965,4352022Assets 2023: $8,664,293Liabilities 2023: $1,286,747Net Assets 2023: $7,377,5462023Assets 2024: $9,908,820Liabilities 2024: $1,998,265Net Assets 2024: $7,910,5552024

Highlighted filing

2024

Assets$9,908,820
Liabilities$1,998,265
Net Assets$7,910,555
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,141,3122010Expenses 2011: $2,276,4302011Expenses 2012: $2,255,1802012Revenue 2013: $2,344,040Expenses 2013: $2,011,844Net Income 2013: $332,1962013Revenue 2014: $2,616,794Expenses 2014: $2,353,369Net Income 2014: $263,4252014Revenue 2015: $2,560,591Expenses 2015: $2,608,460Net Income 2015: -$47,8692015Revenue 2016: $2,597,387Expenses 2016: $2,442,649Net Income 2016: $154,7382016Revenue 2017: $3,265,788Expenses 2017: $2,986,132Net Income 2017: $279,6562017Revenue 2018: $3,324,876Expenses 2018: $2,685,998Net Income 2018: $638,8782018Revenue 2019: $3,316,160Expenses 2019: $3,112,202Net Income 2019: $203,9582019Revenue 2020: $3,018,055Expenses 2020: $2,645,531Net Income 2020: $372,5242020Revenue 2021: $2,301,601Expenses 2021: $2,113,217Net Income 2021: $188,3842021Revenue 2022: $4,940,699Expenses 2022: $3,415,348Net Income 2022: $1,525,3512022Revenue 2023: $3,094,577Expenses 2023: $3,129,538Net Income 2023: -$34,9612023Revenue 2024: $4,445,163Expenses 2024: $4,247,754Net Income 2024: $197,4092024

Highlighted filing

2024

Revenue$4,445,163
Expenses$4,247,754
Net Income$197,409
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,908,820
Liabilities
$1,998,265
Net assets
$7,910,555
Revenue
$4,445,163
Expenses
$4,247,754
Net income
$197,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.91$2.00$7.91$4.45$4.25$0.20
2023Detailed filing. Detailed filing data is available for this year.$8.66$1.29$7.38$3.09$3.13$0.03
2022Detailed filing. Detailed filing data is available for this year.$8.40$1.44$6.97$4.94$3.42$1.53
2021Detailed filing. Detailed filing data is available for this year.$7.47$1.16$6.31$2.30$2.11$0.19
2020Detailed filing. Detailed filing data is available for this year.$6.90$1.11$5.79$3.02$2.65$0.37
2019Detailed filing. Detailed filing data is available for this year.$6.87$1.77$5.10$3.32$3.11$0.20
2018Detailed filing. Detailed filing data is available for this year.$6.07$1.75$4.32$3.32$2.69$0.64
2017Detailed filing. Detailed filing data is available for this year.$5.35$1.26$4.08$3.27$2.99$0.28
2016Detailed filing. Detailed filing data is available for this year.$4.36$0.96$3.40$2.60$2.44$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.95$0.92$3.03$2.56$2.61$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.07$0.83$3.24$2.62$2.35$0.26
2013Detailed filing. Detailed filing data is available for this year.$3.74$0.77$2.98$2.34$2.01$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.62$1.32$2.31$2.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.38$1.36$2.02$2.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$1.18$2.45$2.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.2
Gross Receipts
$4,445,163
Mission and Program Overview

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. Prior to 1982, a predecessor organization operated in canada as an unincorporated association.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,111,409$6,685,409▲ $574,000
Cash and Non-Interest-Bearing Accounts$2,078,464$2,182,905▲ $104,441
Prepaid Expenses and Deferred Charges$291,631$296,022▲ $4,391
Accounts Receivable$80,397$236,727▲ $156,330
Land, Buildings, and Equipment, Net$17,293$4,878▼ $12,415
Total Assets$8,664,293$9,908,820▲ $1,244,527
Other Assets Total$85,099$502,879▲ $417,780
Liabilities
Deferred Revenue$1,150,207$1,017,921▼ $132,286
Accounts Payable and Accrued Expenses$53,625$557,040▲ $503,415
Other Liabilities$82,915$423,304▲ $340,389
Total Liabilities$1,286,747$1,998,265▲ $711,518
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,581,255$6,927,194▲ $345,939
Net Assets With Donor Restrictions$796,291$983,361▲ $187,070
Total Net Assets Fund Balance$7,377,546$7,910,555▲ $533,009
Total Liabilities and Net Assets / Fund Balance$8,664,293$9,908,820▲ $1,244,527

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,183$108,676$112,859
Other Land Buildings$695$48,361$49,056
Leasehold Improvements-$14,202$14,202
Other Assets Org$74,251--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$260,846-▲ $25,927-$286,773
2023$234,059-▲ $26,787-$260,846
2022$270,274-▼ $36,215-$234,059
2021$237,514-▲ $32,760-$270,274
2020$215,247-▲ $22,267-$237,514
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sharon Smith-terryPast Executive DirectorFT$232,371$23,000$255,371

Board Members and Trustees

NameTitle
Jaimo AhnAdvocacy Council Chair
Holger JahrCollaborations Council Chair
Megan KillianCommunity Council Chair
Martin StoddartEducation Council Chair
Karin PayneResearch Council Chair
Lisbet a HaglundSection Council Chair
Sharon BukataImmediate Past President
Suzanne MaherPresident
Hicham Drissi1st Vice President
Roger Cornwall2nd Vice President
Matt LoebExecutive Director & CEO
Amy McnultyMember
Chris PanebiancoMember
Phillipp LeuchtMember
Dawn ElliotSecretary
Robin QueenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Shari CentroneContractor6023 N NIAGRA AVE, Chicago, IL 60631$102,600
Revenue and Support

Revenue Composition

Contributions and Grants
$633,904
Program Service Revenue
$3,459,675
Investment Income
$338,190
Other Revenue
$13,394
All Other Contributions
$59,066
Change in Net Assets
$197,409

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,445,163
Revenue Not Reported on Form 990
$335,600
Total Revenue per Audited Statements
$4,780,763
Total Revenue per Form 990
$4,445,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,383,923
Salaries, Compensation, and Employee Benefits$1,503,575
Grants and Similar Amounts Paid$360,256
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$403,103$868,101-$1,271,204
Conferences and Meetings$836,203$12,846-$849,049
Information Technology$346,227$51,337-$397,564
Grants to Domestic Individuals$360,256--$360,256
Fees for Services Management-$242,032-$242,032
Current Officers, Directors, Trustees, and Key Employees$55,718$176,653-$232,371
Fees for Services Other$191,941$9,466-$201,407
Occupancy-$90,316-$90,316
Travel$55,775$21,180-$76,955
All Other Expenses$24,593$45,071-$69,664
Office Expenses$39,397$26,984-$66,381
Other Expenses$58,233$6,650-$58,233
Depreciation Depletion-$37,164-$37,164
Fees for Services Accounting-$21,590-$21,590
Fees for Services Legal-$10,628-$10,628
Insurance$6,536--$6,536
Total Functional Expenses$2,574,466$1,673,288$0$4,247,754

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,247,754
Total Expenses per Audited Statements$4,247,754
Total Expenses per Form 990$4,247,754
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability Noncurrent$331,318
Right of Use Liability-operating Le$91,986
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The society has four classes of members: active, emeritus, affiliate, and associate members, all with voting rights.”

Member election for additional members Part VI line 7A

“Members elect the board of directors.”

Governing body decisions Part VI line 7B

“A minimum of 1/10 of the membership eligible to vote shall constitute a quorum for the transaction of business by the society at the annual business meeting, or when an electronic vote is held.”

Form 990 governing body review Part VI line 11

“An independent certified public accounting firm (cpa) prepares the societys form 990 and submits the form to the societys executive director 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 treasurer and board members are directed back to the cpa for resolution. After all discussion points are resolved, the forms are finalized and provided to the treasurer for final review and signature.”

Conflict of interest policy compliance Part VI line 12C

“The society analyzes amounts due from or to any officer, director, or member of a committee with governing board delegated powers to determine amounts paid to or received from such person. The society also submits a questionnaire annually to such persons with the questions designated to detect any violations of the conflict of interest policy. The society then prepares a report of its findings and presents it to the board of directors.”

CEO executive director top management comp Part VI line 15A

“Compensation for the executive director is approved by the compensation/executive committee.”

Form 990 availability to public Part VI line 18

“Documents are available upon request.”

Governing documents etc available to public Part VI line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Orthopaedic Research Society
EIN
36-3180285
In Care Of
% AUDREY MCALINDEN
Phone
8478235770
Address
9400 WEST HIGGINS ROAD STE 225, DES PLAINES, IL 60018

Signing Officer

Name
Audrey Mcalinden
Title
Treasurer
Phone
8478235770
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Suzanne Maher Phd
Formed
1982
Legal Domicile
Il
Voting Board Members
16
Independent Board Members
16
Employees
13
Volunteers
200

Preparer

Firm
Bellenfant Pllc
Address
2919 BERRY HILL DR, NASHVILLE, TN 37204
Preparer
John Bellenfant CPA
Phone
6153708700
Supplemental Narrative

Financial Statement Notes

Part V, Line 4-Intended uses of endowment funds

“The societys endowment funds are to be held in perpetuity and investment income is to be utilized for the societys mission.”

Part X, Line 2-Text in footnote regarding FIN 48 (ASC 740)

“The organization has evaluated its tax positions in accordance with the codification standard relating to accounting for uncertainty in income taxes. The organization believes that it has taken no uncertain tax positions.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMMEDIATE PAST PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt9RESEARCH COUNCIL CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECTION COUNCIL CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt131ST VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt142ND VICE PRESIDENT
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IRS990/MissionDesc0THE 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.
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