THE ORTHOPEDIC FOUNDATION

EIN: 311700139 501(c)(3)

WESTERVILLE, OH

Total Revenue
$261,534
Total Expenses
$316,866
Total Assets
$1,272,228
Net Assets
$1,272,131
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
OH
Principal Officer
MARK E GITTINS DO
Phone
6148906555
Tax Period
2023-01-01 to 2023-12-31

THE ORTHOPEDIC FOUNDATION, founded in 2000, is a small nonprofit that reported $262K in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $317K exceeded revenue, resulting in a 21% operating deficit.

Mission

THE ORTHOPEDIC FOUNDATION IS A CHARITABLE ORGANIZATION DEDICATED TO IMPROVING THE QUALITY OF PATIENT CARE AND MEDICAL SERVICES THROUGH A COMMITMENT TO RESEARCH, EDUCATION, AND PREVENTION OF ORTHOPEDIC AND NEUROLOGIC DISORDERS.WE BELIEVE THAT QUALITY MEDICAL CARE AND SERVICE REQUIRES A SCIENTIFIC COMMITMENT TO EXCELLENCE, COMPASSIONATE DEDICATION TO SERVICE AND AN ENTHUSIASTIC WILLINGNESS TO TEACH. WE WILL PRIMARILY UTILIZE QUALIFIED PHYSICIANS AND SURGEONS TO ACCOMPLISH THIS MISSION. RESEARCH WILL BE CONDUCTED AND SPONSORED IN THE FIELDS OF ORTHOPEDIC SURGERY, NEUROLOGY, NEUROSURGERY, PAIN MANAGEMENT, AND PHYSICAL MEDICINE AND REHABILITATION. EDUCATIONAL PROGRAMS WILL BE PROVIDED FOR PATIENTS, PHYSICIANS AND HEALTH CARE PROVIDERS IN VARIOUS FORMS, INCLUDING LECTURES, SEMINARS, AND FELLOWSHIPS. PREVENTION PROGRAMS WILL INCORPORATE OUR RESEARCH AND EDUCATIONAL EXPERTISE TO IMPACT ORTHOPEDIC AND NEUROLOGIC PROBLEMS ENCOUNTERED WITHIN OUR COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $251,045
Program Service Revenue $0
Investment Income $10,489
Other Revenue $0
TOTAL REVENUE $261,534

Expense Breakdown

Grants Paid $9,000
Salaries & Benefits $3,026
Fundraising Expenses $0
Program Expenses $288,111
Other Expenses $304,840
TOTAL EXPENSES $316,866

Year-over-Year Comparison

2023 2022 Change
Revenue $261,534 $492,122 -0.5%
Expenses $316,866 $402,732 -0.2%
Net Income $-55,332 $89,390 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DARYL R SYBERT DO CHAIRMAN EMERITUS 1.00
Officer Director
$0 $0 $0
CARL C BERASI DO TRUSTEE 1.00
Officer Director
$0 $0 $0
MARK E GITTINS DO CHAIRMAN 1.00
Director
$0 $0 $0
RICHARD BARNHART TRUSTEE 1.00
Director
$0 $0 $0
KEN JOHNSON DO TRUSTEE 1.00
Director
$0 $0 $0
GEORGE FACKLER TRUSTEE 1.00
Director
$0 $0 $0
LISA HINSON TRUSTEE 1.00
Director
$0 $0 $0
ADOLPH LOMBARDI MD TRUSTEE 1.00
Director
$0 $0 $0
MARTIN T TAYLOR DO TRUSTEE 1.00
Director
$0 $0 $0
HEATHER BENJAMIN EXECUTIVE DIRECTOR 2.00
Officer Director
$0 $0 $0
NICHOLAS CHENEY DO TRUSTEE 1.00
Director
$0 $0 $0
ED YEN CPWA TRUSTEE 1.00
Director
$0 $0 $0
BILL EBBING TRUSTEE 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $261,534 $316,866 $1,272,228 $-55,332
2022 $492,122 $402,732 $1,183,231 $89,390
2021 $554,191 $420,712 $1,329,918 $133,479
2020 $100,691 $202,438 $1,167,053 $-101,747
2019 $139,984 $100,049 $1,172,525 $39,935
2018 $47,090 $39,763 $946,680 $7,327
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