Orthopaedic Trauma Association logo

Orthopaedic Trauma Association

Public charity · Grantmaker Schaumburg, IL EIN: 68-0074461 Website

The Orthopaedic Trauma Association is a public charity based in Schaumburg, Illinois. It supports education, training, and research related to orthopaedic trauma and musculoskeletal injury, including trauma-related research intended to advance treatment and prevention.

Orthopaedic Trauma Association at a glance

In short: Orthopaedic Trauma Association gave $394K across 12 grants in 2024 (avg $33K), top state Illinois. 75% of 2024 grantees were new. Source: 2024 IRS Form 990.

Annual giving (2024)
$394,080
+2.6% vs 2023
Grants made (2024)
12
+33.3% vs 2023
Average grant
$32,840
-23.1% vs 2023
Median grant
$31,667
Total assets
$21,899,317
+14.3% vs 2023
New grantees (estimate)
75% first-time grantees (9 of 12, 2024; small sample)
Primary geography
Illinois (27% of itemized 2024 grant dollars)
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Orthopaedic Trauma Association

How to Apply

Applications are submitted through the relevant OTA grant opportunity. Applicants should review the opportunity’s eligibility requirements and submit the required application materials.

Review Cycle
The published 2026 submission cycles for the Member Full Research Grant, Resident Research Grant, and International Research Grant had June 15, 2026 deadlines; those deadlines had passed as of October 2, 2026.
Deadline
The published 2026 submission cycles for the Member Full Research Grant, Resident Research Grant, and International…
Contact

Mailing address: 1515 E Woodfield Road 880, Schaumburg, IL 60173
Phone: (847) 698-1631
Website: https://ota.org

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Orthopaedic Trauma Association funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Johns Hopkins University: $80KJohns Hopkins University$80KUniversity of Maryland Baltimore: $60KUniversity of MarylandBaltimore$60KState University of Iowa: $40KState University of Iowa$40KUniversity of Southern California: $40KUniversity of SouthernCalifornia$40KDartmouth-Hitchcock Clinic: $40KDartmouth-Hitchcock Clinic$40KRegents of the University of California Davis: $38KRegents of the University ofCalifornia Davis$38KColorado State University: $25KColorado State University$25KOregon Health & Science University: $20KOregon Health & ScienceUniversity$20KAmerican College of Surgeons: $14KAmerican College of Surgeons$14KGeneral Hospital Corp: $13KGeneral Hospital Corp$13K

The largest 2024 recipient was Johns Hopkins University ($80K). Together the top 10 received $371K.

Grant Size Distribution

61 grants across all recorded years

40<$50K20$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 40 grants of 61 (66%).

Geographic Focus

Where this funder awards grants

The association is based in Schaumburg, Illinois. Its 2024 grant dollars went to recipients in multiple states, with the largest reported shares going to Illinois (27%), California (20%), Massachusetts (17%), Maryland (15%), and Iowa (10%). The Member Full Research Grant is for research conducted in North America; the International Research Grant is for eligible members outside North America conducting research outside North America.

Grant Distribution by State

22states

Share of 2024 grant dollars across all 12 itemized grants.

Cities

Los AngelesChicagoRosemontBostonClevelandIowa CityPortlandSalt Lake CityBaltimoreBethesdaCharlotteDallasDenverLexingtonBethlehemBurlingtonCarbondaleChapel HillDaytonDetroit

Is Orthopaedic Trauma Association open to new grantees?

75%

first-time grantees, 2024

In 2024, 9 of 12 grantees (75%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $33K; repeat grants $33K. How we count

Medians: $25K first-time, $40K repeat.

  • 17% of 2024 grantees were also funded in 2023. Method
  • Giving fell 30% from 2021 to 2024. Method

Estimate from itemized grant lists in IRS Form 990 filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K11 grants2020 17 grants2021 12 grants2022 9 grants2023 12 grants2024

From 2020 to 2024, annual grant giving ranged from $384K (2023) to $576K (2022). In 2024 it made 12 grants totaling $394K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Johns Hopkins University Chicago, ILResearch$79,999
University of Maryland Baltimore Baltimore, MDResearch$60,000
State University of Iowa Iowa City, IAResearch$40,000
University of Southern California Los Angeles, CAResearch$40,000
Dartmouth-Hitchcock Clinic Boston, MAResearch$39,887
Regents of the University of California Davis Los Angeles, CAResearch$38,333
Colorado State University Fort Collins, COResearch$25,000
Oregon Health & Science University Portland, ORResearch$20,000
American College of Surgeons Chicago, ILContribution of Support$14,000
General Hospital Corp Boston, MAResearch$13,333
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$21,899,317$8,150,038$7,037,137$394,08012$1,061,909
2023$19,152,164$6,581,023$6,559,829$384,1239$538,303
2022$17,760,262$6,289,428$6,111,517$576,47012$469,931
2021$20,925,831$6,494,021$4,412,137$561,37117$1,293,117
2020$18,754,777$3,722,577$3,071,411$553,31211$372,492

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

The association states that its educational and scientific purposes include advancing investigative knowledge of orthopaedic trauma and preventing trauma-related disorders of the musculoskeletal system; encouraging teaching and education in orthopaedic trauma; and promoting specialized training for medical and paramedical personnel. Its website describes orthopaedic trauma research funding as a high priority. The Research Committee reviews applications, and the Board of Directors approves grants upon committee recommendation.

The 2024 grants included research awards to universities, hospitals, and other organizations. Among the supported organizations, Colorado State University describes CSU STRATA as aiding research and educational efforts across the Colorado State University System. Oregon Health & Science University Foundation says it secures and manages philanthropic support for OHSU’s missions. The American College of Surgeons describes its work as improving surgical-patient care and safeguarding standards, while the American Academy of Orthopaedic Surgeons says it serves professionals providing musculoskeletal care.

Grantmaking

In filing year 2024, the association reported 12 grants totaling $394,080. Awards ranged from $10,500 to $79,999, with a median of $31,666. The largest listed grants were $79,999 to Johns Hopkins University for research, $60,000 to University of Maryland Baltimore for research, $40,000 each to State University of Iowa and University of Southern California for research, and $39,887 to Dartmouth-Hitchcock Clinic for research. Other listed awards included $38,333 to Regents of the University of California Davis for research and $25,000 to Colorado State University for research. The association also reported contributions of support to the American College of Surgeons and the American Academy of Orthopaedic Surgeons.

The association’s grant information describes member, resident, international, and other research opportunities. Its Member Full Research Grant supports clinical, translational, or basic musculoskeletal-trauma research conducted in North America, with clinical research awards of up to $40,000 per year for up to two years and basic research awards of up to $25,000 per year for up to two years. Residents and fellows are not eligible to apply as the principal investigator for that grant. The Resident Research Grant supports resident-driven projects feasible within 12 months and a maximum $20,000 budget. Its principal investigator must be an orthopaedic resident, and either the principal investigator or co-principal investigator must be an OTA member in good standing. The International Research Grant offers two awards of up to $20,000 each for eligible members outside North America conducting research outside North America. A Young Investigator Research Grant program listing describes support of $35,000 over two years for early-career orthopaedic trauma surgeons within five years of fellowship completion.

The association’s filing says grant applicants must meet eligibility criteria, submit a full curriculum vitae, and undergo a rigorous selection process. Recipients must return unused funds and notify the association of other funding sources. The grant policy requires expenditure reports one year after an award and annual reporting for projects extending beyond a year; continued funding is contingent on satisfactory progress and approval of an interim report. OTA funds cannot be used for remodeling or construction, publication costs should not be included in budgets, and approved travel to an OTA event or study is capped at $1,500 for the principal investigator.

Leadership & Key People

Leadership team and compensation from IRS filings

Officers and directors listed on the 2024 filing were Douglas W Lundy, MD, President; Thomas F Higgins, MD, President-Elect; William T Obremskey, MD, 2nd President-Elect; Brendan M Patterson, MD, 2nd Past President; Emil H Schemitsch, MD, Immediate Past President; Anna N Miller, MD, Secretary; Michael Suk, CFO; and Kelly A Lefaivre, MD, Robert V O’Toole, MD, and George V Russell, MD, Members at Large.

Orthopaedic Trauma Association is led by Kathleen Caswell CAE, Executive Director on every filing since 2020; 5 of 14 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Kathleen Caswell CAE

    Executive Director

    On filings since 2020

    50 hrs/week

    $177K (2020) → $303K (2024)

  • Douglas W Lundy MD

    President

    CFO → President - Elect, 2023

    President - Elect → President, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Nirmal C Tejwani MD

    Annual Meeting Program Chair

    Annual Program Chair → Annual Meeting Program Chair, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • Alanna Kaiser

    Director of Education

    On filings since 2022

    40 hrs/week

    $130K (2022) → $148K (2024)

  • Elizabeth J Plummer

    Director of Development

    On filings since 2023

    40 hrs/week

    $128K (2023) → $134K (2024)

  • Anna N Miller MD

    Secretary

    Member at Large → Secretary, 2023

    On filings since 2020

    1 hr/week

    $25K (2024)

  • Emil H Schemitsch MD

    Immediate Past President

    2nd President Elect → President, 2023

    President → Immediate Past President, 2024

    On filings since 2022

    1 hr/week

    $25K (2024)

  • Brendan M Patterson MD

    2nd Past President

    President Elect → Immediate President Elect, 2023

    Immediate President Elect → 2nd Past President, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • Thomas F Higgins MD

    President-Elect

    Secretary → 2nd President - Elect, 2023

    2nd President - Elect → President-Elect, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

  • George V Russell MD

    Member at Large

    On filings since 2023

    1 hr/week

    No compensation reported

  • Kelly A Lefaivre MD

    Member at Large

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Michael Suk

    CFO

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Robert V O'Toole MD

    Member at Large

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • William T Obremskey MD

    2nd President-Elect

    New on the 2024 filing

    1 hr/week

    No compensation reported

Former officers (12)
  • Former: Michael T. Archdeacon MD (2020–2023) — 2nd Past President
  • Former: Hassan Riaz Mir MD (2021–2023) — CFO
  • Former: Kyle J. Jeray MD (2022–2023) — Member at Large
  • Former: Kelly A. Lefaivre Ms (2023) — Member at Large
  • Former: Heather A. Vallier MD (2020–2022) — Imm Past President
  • Former: Joseph Hsu MD (2020–2022) — Member at Large
  • Former: Michael D. McKee MD (2020–2022) — 2nd Past President
  • Former: Gerard Slobogean MD (2022) — Annual Program Chair
  • Former: David C. Teague MD (2020–2021) — 2nd Past President
  • Former: Philip R. Wolinsky MD (2020–2021) — Member at Large
  • Former: Stephen Kottmeier MD (2020–2021) — Annual Program Chair
  • Former: Barbara Shozda (2021) — Managing Director

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Kathleen Caswell CAE — Executive Director: $303KKathleen Caswell CAEExecutive Director$303KAlanna Kaiser — Director of Education: $148KAlanna KaiserDirector of Education$148KElizabeth J Plummer — Director of Development: $134KElizabeth J PlummerDirector of Development$134KEmil H Schemitsch MD — Immediate Past President: $25KEmil H Schemitsch MDImmediate Past President$25KAnna N Miller MD — Secretary: $25KAnna N Miller MDSecretary$25K

The highest reported compensation on the 2024 filing was $303K, to Kathleen Caswell CAE (Executive Director). 5 officers or directors reported compensation on that filing.

Frequently asked questions about Orthopaedic Trauma Association

How much does Orthopaedic Trauma Association give each year?

Orthopaedic Trauma Association gave $394K across 12 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $384K across 9 grants.

What is Orthopaedic Trauma Association's typical grant size?

Orthopaedic Trauma Association's median grant in 2024 was $31,667, and its average grant was $32,840, across 12 grants on its 2024 IRS Form 990. Organizations receiving their first grant from Orthopaedic Trauma Association that year got $33K on average.

Where does Orthopaedic Trauma Association give grants?

Orthopaedic Trauma Association's top state is Illinois, with 27% of the grant dollars itemized on its 2024 IRS Form 990. The next largest states were California (20%) and Massachusetts (17%). The most frequent recipient cities were Boston, MA (3 grants), Chicago, IL (2 grants) and Los Angeles, CA (2 grants).

Does Orthopaedic Trauma Association give general operating support?

Not in 2024: none of the 12 grants with a stated purpose on Orthopaedic Trauma Association's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Research" (10 grants).

Who are Orthopaedic Trauma Association's largest grantees?

Orthopaedic Trauma Association's largest 2024 grantees include Johns Hopkins University ($79,999), University of Maryland Baltimore ($60,000) and State University of Iowa ($40,000), according to its 2024 IRS Form 990. Together they received 46% of its itemized 2024 grant dollars.

How large is Orthopaedic Trauma Association?

Orthopaedic Trauma Association reported $21.9M in total assets on its 2024 IRS Form 990. Its revenue that year was $8.2M.

What does Orthopaedic Trauma Association fund?

The association states that its educational and scientific purposes include advancing investigative knowledge of orthopaedic trauma and preventing trauma-related disorders of the musculoskeletal system; encouraging teaching and education in orthopaedic trauma; and promoting specialized training for medical and paramedical personnel. See mission & focus areas ↑

How do I apply for a grant from Orthopaedic Trauma Association?

Applications are submitted through the relevant OTA grant opportunity. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Orthopaedic Trauma Association's EIN?

Orthopaedic Trauma Association's EIN (Employer Identification Number) is 68-0074461. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated October 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS November 11, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS August 30, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS August 7, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS October 28, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Orthopaedic Trauma Association funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/orthopaedic-trauma-association-morg_89d2178f286b465daf8ee1a17e7116c5

BibTeX
@misc{grantable_680074461_2026,
  author       = {{Grantable}},
  title        = {{Orthopaedic Trauma Association funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/orthopaedic-trauma-association-morg_89d2178f286b465daf8ee1a17e7116c5},
  note         = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Orthopaedic Trauma Association's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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