Orthopaedic Research and Education Foundation
Donations deductibleOrthopaedic Research and Education Foundation's network
17 people4 organisationsi17 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (17). Violet dotted lines (4) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
17 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 17 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Francis Y Lee MD PhD Chair | Chair RGC | 2020 | 6 yrs |
| Jeffrey S Abrams MD Chair | Chair, Innovations & Partn | 2018 | 8 yrs |
| Richard F Santore MD Chair | Chair-Individual Developme | 2018 | 8 yrs |
| Andrew N Pollak MD | President Elect | 2018 | 8 yrs |
| Daniel J Berry MD | Trustee | 2019 | 7 yrs |
| David C Templeman MD | Trustee | 2021 | 5 yrs |
| Ivan Tormos | Trustee | 2025 | 1 yr |
| James R Ficke MD | 2nd President Elect | 2018 | 8 yrs |
| Jeremie M Axe MD | Trustee | 2018 | 8 yrs |
| John D Kelly IV MD | Trustee | 2022 | 4 yrs |
| Joshua J Jacobs MD (also filed as Joshua J Jacobs) | President | 2018 | 8 yrs |
| Karen L Hackett | Secretary / Treasurer | 2018 | 8 yrs |
| Michael P Bolognesi MD | Trustee | 2020 | 6 yrs |
| Nicholas M Bernthal MD | Trustee | 2018 | 8 yrs |
| Richard F Kyle MD | Past President | 2018 | 8 yrs |
| Stuart Weinstein MD | Trustee | 2020 | 6 yrs |
| Thomas P Sculco MD | Past President | 2019 | 7 yrs |
Officers and senior leadership
11 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Carmen Metoyer | VP of Development | 2025 |
| Carol Wargo | Vice President of Corporate | since 2018 |
| Dan Krupp | Corporate Relations/Innovation & Partnership Dev | since 2022 |
| Deborah Cummins | VP of Research and Grants | since 2021 |
| Edward Hoover | Senior Vice President of Development | since 2018 |
| John Johnson | Campaigns Director | since 2021 |
| Karen Pubentz | Sr. Director of Communications | since 2018 |
| Lee Grossman | CEO since 6/2019 | since 2019 |
| P Joanne Ray | Chief Executive Officer thru 8/2018 | since 2018 |
| Ponda Barnes | Vice President of Grants | since 2018 |
| Rhonda Dirr | Executive Director | 2025 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Lee Grossman | CEO | 40 | $309k | $61k | |
| Dan Krupp | Corporate Relations/Innova | 40 | $153k | $44k | |
| Deborah Cummins | VP of Research and Grants | 40 | $151k | $47k | |
| Karen Pubentz | Sr. Director of Communicat | 40 | $149k | $27k | |
| John Johnson | Campaigns Director | 1 | $134k | $13k | |
| Rhonda Dirr | Executive Director | 40 | $116k | $23k | |
| Carmen Metoyer | VP of Development | 40 | $105k | $14k | |
| Joshua J Jacobs MD | President | 5 | $0 | ||
| Thomas P Sculco MD | Past President | 5 | $0 | ||
| Richard F Kyle MD | Past President | 5 | $0 | ||
| Andrew N Pollak MD | President Elect | 5 | $0 | ||
| James R Ficke MD | 2nd President Elect | 5 | $0 | ||
| Karen L Hackett | Secretary / Treasurer | 5 | $0 | ||
| Francis Y Lee MD PhD | Chair RGC | 5 | $0 | ||
| Jeffrey S Abrams MD | Chair, Innovations & Partn | 5 | $0 | ||
| Richard F Santore MD | Chair-Individual Developme | 5 | $0 | ||
| Jeremie M Axe MD | Trustee | 5 | $0 | ||
| Nicholas M Bernthal MD | Trustee | 5 | $0 | ||
| Daniel J Berry MD | Trustee | 5 | $0 | ||
| Michael P Bolognesi MD | Trustee | 5 | $0 | ||
| John D Kelly IV MD | Trustee | 5 | $0 | ||
| David C Templeman MD | Trustee | 5 | $0 | ||
| Ivan Tormos | Trustee | 5 | $0 | ||
| Stuart Weinstein MD | Trustee | 5 | $0 |
Colorado roster
27 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20253017068). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| James R. Ficke, MD | Trustee |
| Michael P. Bolognesi, MD | Trustee |
| Dan J. Krupp | Vice President, Corporate Relations |
| Stuart Weinstein, MD | Trustee |
| Richard F. Kyle, MD | Past President |
| Jeffrey S. Abrams, MD | Chair, Innovations & Partnership |
| Joshua J. Jacobs, MD | President |
| Nicholas M. Bernthatl, MD | Trustee |
| Karen Pubentz | Sr. Director of Communication |
| Eric V. Dremel | Trustee |
| Lee Grossman | Chief Executive Officer/Acting CFO |
| David C. Templeman, MD | Trustee |
| Annuunziato Amendola, MD | Trustee |
| Thomas P. Sculco, MD | Past President |
| Rhonda A. Dirr | |
| Andrew N. Pollak, MD | Secretary, Treasurer |
| Richard F. Santore, MD | Chair-Individual Development |
| Karen L. Hackett | Trustee |
| John Johnson | Campaigns Director |
| Daniel J. Berry, MD | Trustee |
| Michael M. Chau, MD, PhD | Trustee |
| Deborah S. Cummins | VP of Grants |
| John D. Kelly, IV, MD | Trustee |
| Mary Lloyd Ireland, MD | Trustee |
| Jeremie M. Axe, MD | Trustee |
| Rhonda A. Dirr | Accountant |
| Francis Y. Lee, MD, PhD | Chair RGC |
About
- Legal name
- Orthopaedic Research and Education Foundation
- EIN
- 366009467
- Address
- 9400 W Higgins Rd Ste 320, Rosemont, IL, 60018-4975
- State
- Illinois
- Mission
- The Orthopaedic Research and Education Foundation (OREF) mission is improving lives by supporting excellence in orthopaedic research. OREF's vision is that it will be the leader in supporting orthopaedic research to improve function, eliminate pain and restore mobility. (as filed on the Form 990)
- Activity (NTEE)
- H500 Medical research
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Medical Research
- Size band
- 8 (IRS master file code)
- Formed
- 1955
- Principal officer
- Karen Hackett (as named on the Form 990)
- IRS ruling date
- 1 August 1957
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsJeffrey S Abrams MD
≥8years on the filingsRichard F Santore MD
≥8years on the filingsAndrew N Pollak MD
≥8years on the filingsJames R Ficke MD
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $20m
- Total liabilities
- $3.3m
- Net assets or fund balances
- $16.7m
- Contributions and grants received
- $4.1m
- Program service revenue
- $0
- Grants and similar paid out
- $3.1m
- Employees
- 15
- Volunteers
- 100
Grants paid
18 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Mayo Clinic Rochester Mn | Evaluation of Phage Dosing for Periprosthetic Joint Infection Treatment | $300k |
| Scottish Rite for Children | Understanding Factors Influencing Attrition in Orthopedic Surgical Training | $150k |
| Mayo Clinic Rochester Mn | How Many Dexamethasone Doses Should Be Given in TKA? - A Prospective RT | $50k |
| The Hospital for Special Surgery | The Role of Cellular Senescence in Joint Stiffness | $50k |
| Scottish Rite for Children | Establishing a RTP test battery for patients post shoulder stabilization | $50k |
| The Regents of the University of California on Behalf of its Davis Campus | CHAT-OA: Conversations in Health-Literacy using AI for Osteoarthritis Pts | $50k |
| The University of Utah | Synovial lining macrophages in OA: Defining their fate in obesity | $50k |
| Emory University | Elucidating cancer resistance of naked mole rats | $25k |
| University of Connecticut Health Center | Evaluation of Cartilage Integrative Healing in Osteochondral Allografts | $20k |
| The Hospital for Special Surgery | Characterizing the cellular composition of bone marrow aspirate concentrate | $20k |
| Washington University in StLouis | Identification & Imaging of Skeletal Muscle Response to Graded Nerve Crush | $20k |
| Washington University in StLouis | Mediators of the OA Cascade in the Pre-Arthritic Hip | $20k |
| The Ohio State University | Transformative Solutions for Reducing Frequent 911 Fall Calls in the Homes | $20k |
| The Regents of the University of California San Francisco | Addressing Cross-Cultural Adaptation of PROMs for Distal Radius Fractures | $20k |
| Daniel Saris | Optimizing Patient Outcomes Following Osteochondral Allograft Transplantation - The Impact of 25 Years of Translational and Clinical Researc | $20k |
| Ann & Robert H Lurie Children's Hospital of Chicago | RED KARD: Reducing Disparities in Knee Arthroscopy for Adolescents | $20k |
| The Hospital for Special Surgery | Knee-Flexion Angle Effects on Joint Mechanics After Meniscus Root Repair | $18k |
| Mayo Clinic Rochester Mn | RECLAIM: Allogenic MSCs Facilitation of Autologous Cartilage Recycling, Our Multidisciplinary Moonshot to Innovate Patient Care by Leveragin | $10k |