ANDREWS RESEARCH & EDUCATION FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ANDREWS RESEARCH & EDUCATION FOUNDATION INC (EIN 46-5182138)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-04
IRS object ID: 202403099349300540
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-04T08:55:47-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	592922169	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SALTMARSH CLEAVELAND AND GUND	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	900 NORTH 12TH AVENUE	AddressLine1Txt
City	PENSACOLA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32501	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	465182138	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ANDREWS RESEARCH & EDUCATION FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ANDR	BusinessNameControlTxt
Phone	4482277309	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1020 GULF BREEZE PARKWAY	AddressLine1Txt
City	GULF BREEZE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32561	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ASHTON HAYWARD III	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4482277309	PhoneNum
Signature	2024-10-25	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ALLISON JONES CPA	PreparerPersonNm
PTIN	P02434475	PTIN
Phone	8504358300	PhoneNum
Preparation	2024-10-25	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ASHTON HAYWARD III	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1020 GULF BREEZE PARKWAY	AddressLine1Txt
City	GULF BREEZE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32561	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,597,178	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.ANDREWSREF.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2014	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	TO BE A LEADER IN THE FIELD OF MUSCULOSKELETAL RESEARCH AND EDUCATION IN ORDER TO ADVANCE THE PREVENTION, TREATMENT, AND REHABILITATION OF ATHLETIC INJURIES AND ENHANCE HUMAN PERFORMANCE AND QUALITY OF LIFE FOR PEOPLE OF ALL AGES.	ActivityOrMissionDesc
Voting Members Governing Body	8	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	17	TotalEmployeeCnt
Total Volunteers	10	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,554,623	PYContributionsGrantsAmt
CY Contributions Grants	$3,096,362	CYContributionsGrantsAmt
PY Program Service Revenue	$608,231	PYProgramServiceRevenueAmt
CY Program Service Revenue	$440,103	CYProgramServiceRevenueAmt
PY Investment Income	-$16,362	PYInvestmentIncomeAmt
CY Investment Income	$34,658	CYInvestmentIncomeAmt
PY Other Revenue	$5,417	PYOtherRevenueAmt
CY Other Revenue	$26,055	CYOtherRevenueAmt
PY Total Revenue	$2,151,909	PYTotalRevenueAmt
CY Total Revenue	$3,597,178	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,027,667	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,188,685	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$84,328	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,388,870	PYOtherExpensesAmt
CY Other Expenses	$1,627,823	CYOtherExpensesAmt
PY Total Expenses	$2,416,537	PYTotalExpensesAmt
CY Total Expenses	$2,816,508	CYTotalExpensesAmt
PY Revenues Less Expenses	-$264,628	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$780,670	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,342,278	TotalAssetsBOYAmt
Total Assets EOY	$3,004,637	TotalAssetsEOYAmt
Total Liabilities BOY	$773,093	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$654,785	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,569,185	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,349,852	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO BE A LEADER IN THE FIELD OF MUSCULOSKELETAL RESEARCH AND EDUCATION IN ORDER TO ADVANCE THE PREVENTION, TREATMENT, AND REHABILITATION OF ATHLETIC INJURIES AND ENHANCE HUMAN PERFORMANCE AND QUALITY OF LIFE FOR PEOPLE OF ALL AGES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,357,991	ExpenseAmt
Revenue	$408,075	RevenueAmt
Desc	RESEARCH - THE ORGANIZATION PARTNERS WITH INDUSTRY LEADERS TO RESEARCH CUTTING EDGE SOLUTIONS THAT IMPACT THE FUTURE OF ORTHOPAEDICS AND SPORTS MEDICINE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$557,818	ExpenseAmt
Revenue	$0	RevenueAmt
Desc	EAGLE FUND - THIS PROGRAM PROVIDES WOUNDED MILITARY PERSONNEL ACCESS TO THE ANDREWS INSTITUTE'S WORLD CLASS PHYSICIANS AND EXOS'S REHABILITATION PROGRAMS. THROUGH THE EAGLE FUND, WOUNDED WARRIORS UNDERGO AN IN-DEPTH EVALUATION TO TAILOR A PERSONALIZED PROGRAM OF RECOVERY TO HELP GET THEM BACK TO DUTY AND A BETTER QUALITY OF LIFE.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$204,245	ExpenseAmt
Revenue	$54,940	RevenueAmt
Desc	EDUCATION - UNDER THE LEADERSHIP AND REPUTATION OF INTERNATIONALLY RENOWNED ORTHOPAEDIC SURGEON DR. JAMES ANDREWS, THE ORGANIZATION FOCUSES ON DELIVERING EDUCATIONAL TRAINING, INJURY PREVENTION, AND OTHER RELEVANT INFORMATION TO PRACTITIONERS, FACULTY, STUDENTS, AND OTHERS IN THE SPORTS MEDICINE COMMUNITY.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$162,525	ExpenseAmt
Desc	FELLOWSHIP - THE FELLOWSHIP PROGRAM PROVIDES GRADUATING RESIDENTS, WHO CHOOSE TO CONTINUE THEIR CAREER IN ORTHOPAEDICS AND SPORTS MEDICINE, AN OPPORTUNITY TO LEARN AND TRAIN WITH MULTIPLE SPECIALTY TRAINED FACULTY IN GULF BREEZE, FLORIDA, DURING A ONE YEAR FELLOWSHIP. DURING THEIR TIME AT THE ORGANIZATION THE FELLOWS ARE EXPOSED TO A WIDE ARRAY OF CLINICAL, SURGICAL AND RESEARCH EXPERIENCE. THEY ARE ALSO PROVIDED WITH THE SKILLS AND TOOLS TO INNOVATE AND SHARE IN THE FIELD OF SPORTS MEDICINE AND ORTHOPAEDICS.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$162,525	TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses	$2,282,579	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (1)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	16	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	17	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	8	GoverningBodyVotingMembersCnt
Independent Voting Member	8	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ELLIE HARTSFIELD	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8509168577	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1020 GULF BREEZE PARKWAY	AddressLine1Txt
City	GULF BREEZE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32561	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
ASHTON HAYWARD
PRESIDENT	40.00	Yes (X)	Yes (X)	$598,809	$0	$8,220
ELLIE HARTSFIELD
FINANCE DIRECTOR	40.00	Yes (X)	Yes (X)	$113,692	$0	$687
JAMES R ANDREWS
CHAIRMAN OF BOARD	1.00	Yes (X)	Yes (X)	$0	$0	$0
CHAD MCCAMMON
VICE PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
ROGER OSTRANDER
DIRECTOR	1.00	Yes (X)		$0	$0	$0
JERRY PATE
DIRECTOR	1.00	Yes (X)		$0	$0	$0
STEVE JORDAN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ADAM ANZ
DIRECTOR	1.00	Yes (X)		$0	$0	$0
ERIK NILSSEN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
J NIXON DANIEL III
DIRECTOR	1.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$712,501	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$8,907	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EXOS	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1020 GULF BREEZE PKWY	AddressLine1Txt
City	GULF BREEZE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32561	ZIPCd

Field	Value	IRS element (for citing)
Services	THERAPY	ServicesDesc
Compensation	$348,160	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Government Grants	$2,639,135	GovernmentGrantsAmt
All Other Contributions	$457,227	AllOtherContributionsAmt
Total Contributions	$3,096,362	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RESEARCH	541700	$385,163	$385,163
EDUCATION	900099	$54,940	$54,940

Field	Value	IRS element (for citing)
Total Program Service Revenue	$440,103	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$34,658	TotalRevenueColumnAmt
Exclusion	$34,658	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$3,143	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$3,143	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,143	TotalRevenueColumnAmt
Exclusion	$3,143	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PASS-THROUGH INCOME	900099	$19,135	$19,135
OTHER INCOME	900099	$3,777	$3,777

Field	Value	IRS element (for citing)
Other Revenue Total	$22,912	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,597,178	TotalRevenueColumnAmt
Related Or Exempt Func Income	$463,015	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$37,801	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$721,408	TotalAmt
Program Services	$616,576	ProgramServicesAmt
Management And General	$104,832	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$332,290	TotalAmt
Program Services	$283,977	ProgramServicesAmt
Management And General	$48,313	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$134,987	TotalAmt
Program Services	$116,220	ProgramServicesAmt
Management And General	$18,767	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$23,588	TotalAmt
Program Services	$14,688	ProgramServicesAmt
Management And General	$8,900	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$72,391	TotalAmt
Program Services	$45,076	ProgramServicesAmt
Management And General	$27,315	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,215	TotalAmt
Program Services	$882	ProgramServicesAmt
Management And General	$133	ManagementAndGeneralAmt
Fundraising	$1,200	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$808	TotalAmt
Program Services	$703	ProgramServicesAmt
Management And General	$105	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$131,112	TotalAmt
Program Services	$48,193	ProgramServicesAmt
Management And General	$82,919	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$53,800	TotalAmt
Program Services	$49,076	ProgramServicesAmt
Management And General	$4,724	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$143,215	TotalAmt
Program Services	$14,143	ProgramServicesAmt
Management And General	$129,072	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$27,942	TotalAmt
Program Services	$18,590	ProgramServicesAmt
Management And General	$9,352	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PURCHASED CONTRACTOR SE	$388,228	$388,228
MEDICAL SUPPLIES	$282,931	$282,931
EDUCATION AND TRAINING	$221,170	$221,170
OTHER EXPENSES	$175,189	$79,452	$12,609	$83,128

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$105,234	TotalAmt
Program Services	$102,674	ProgramServicesAmt
Management And General	$2,560	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,816,508	TotalAmt
Program Services	$2,282,579	ProgramServicesAmt
Management And General	$449,601	ManagementAndGeneralAmt
Fundraising	$84,328	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,552,581	BOYAmt
EOY	$1,160,806	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$222,584	BOYAmt
EOY	$605,452	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$62,164	BOYAmt
EOY	$31,702	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,401,692	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,195,015	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$464,481	BOYAmt
EOY	$1,206,677	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$40,468	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,342,278	BOYAmt
EOY	$3,004,637	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$766,768	BOYAmt
EOY	$455,875	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$6,325	BOYAmt
EOY	$3,860	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$195,050	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$773,093	BOYAmt
EOY	$654,785	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,041,732	BOYAmt
EOY	$1,774,063	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$527,453	BOYAmt
EOY	$575,789	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,569,185	BOYAmt
EOY	$2,349,852	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,342,278	BOYAmt
EOY	$3,004,637	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$780,670	ReconcilationRevenueExpnssAmt
Prior Period Adjustments	-$3	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,443,070	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,626,405	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$969,807	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,554,623	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,096,362	CurrentTaxYearAmt
Total	$8,690,267	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,443,070	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,626,405	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$969,807	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,554,623	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,096,362	CurrentTaxYearAmt
Total	$8,690,267	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$8,690,267	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$1	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14	CurrentTaxYearMinus1YearAmt
Current Tax Year	$34,658	CurrentTaxYearAmt
Total	$34,673	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$15,971	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year	$3	CurrentTaxYearMinus1YearAmt
Current Tax Year	$22,912	CurrentTaxYearAmt
Total	$38,886	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$8,763,826	TotalSupportAmt
Gross Receipts Rltd Activities	$4,660,732	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.99160	PublicSupportCY170Pct
Public Support PY170	0.99700	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	COMMISSION REVENUE - 2019 AMOUNT: $ 15,971. OTHER INCOME - 2022 AMOUNT: $ 3. 2023 AMOUNT: $ 3,777. PASS-THROUGH INCOME - 2023 AMOUNT: $ 19,135.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$317,552	OtherCostOrOtherBasisAmt
Depreciation	$186,414	DepreciationAmt
Book Value	$131,138	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,804,314	OtherCostOrOtherBasisAmt
Depreciation	$1,008,601	DepreciationAmt
Book Value	$795,713	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$279,826	OtherCostOrOtherBasisAmt
Book Value	$279,826	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,206,677	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	RELATED PARTY ACCOUNTS PAYABLE	Desc
Amt	$195,050	Amt

Field	Value	IRS element (for citing)
Total Liability	$195,050	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$3,605,928	TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts	$8,750	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$8,750	RevenueNotReportedAmt
Revenue Subtotal	$3,597,178	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,597,178	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,825,258	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$8,750	DonatedServicesUseFcltsAmt
Expenses Not Reported	$8,750	ExpensesNotReportedAmt
Expenses Subtotal	$2,816,508	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,816,508	TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	Yes (1)	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	ASHTON HAYWARD	PersonNm
Title	PRESIDENT	TitleTxt
Base Compensation Filing Org	$268,000	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$330,809	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$8,220	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$607,029	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 5	FormAndLineReferenceDesc
Explanation	EXECUTIVE INCENTIVE PROGRAM ("EIP") BONUS. EMPLOYEE SHALL BE ENTITLED TO PARTICIPATE IN THE EIP BONUS INCENTIVE PROGRAM EACH CALENDAR YEAR. THE BONUS TARGET GOAL WILL BE UP TO 20% OF EMPLOYEE'S THEN-CURRENT BASE SALARY, AND WILL BE BASED ON PERSONAL AND ORGANIZATIONAL PERFORMANCE OBJECTIVES ESTABLISHED AT THE BEGINNING OF EACH CALENDAR YEAR BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SHALL PROVIDE EMPLOYEE WITH NOTICE, NO LESS FREQUENTLY THAN QUARTERLY, IF EMPLOYEE IS NOT ACHIEVING THE PERFORMANCE OBJECTIVES ESTABLISHED BY IT. IT IS THE INTENT OF THE PARTIES THAT EMPLOYEE SHALL BE ENTITLED TO NOTICE OF ANY PERCEIVED DEFICIENCY IN ACHIEVING SUCH PERFORMANCE OBJECTIVES SO THAT EMPLOYEE SHALL HAVE THE OPPORTUNITY TO CURE SUCH A DEFICIENCY PRIOR TO THE END OF THE CALENDAR YEAR. IN THE ABSENCE OF ANY SUCH NOTICE, EMPLOYEE SHALL BE DEEMED TO HAVE SATISFIED THE PERFORMANCE OBJECTIVES ESTABLISHED BY THE BOARD OF DIRECTORS. AREF SHALL PAY EMPLOYEE ANY EIP BONUS EARNED BY HIM WITHIN 30 DAYS OF THE END EACH CALENDAR YEAR. IN ADDITION, EMPLOYEE SHALL BE ENTITLED TO A EIP BONUS TO BE AWARDED AT THE DISCRETION OF THE BOARD OF DIRECTORS. IN ORDER TO RECEIVE THE BONUS PAYMENT, EMPLOYEE MUST BE ACTIVELY EMPLOYED WITH AREF ON THE DATE THE BONUS IS PAID. BONUS ON FUNDS RAISED, AREF WILL PAY EMPLOYEE A BONUS FOR FUNDS RAISED FOR AREF IN ACCORDANCE WITH THIS PARAGRAPH 3 ("FUNDRAISING BONUS"). FOR EACH CALENDAR YEAR, THE FUNDRAISING BONUS SHALL EQUAL THE PRODUCT OF (I) $5,000 AND (II) THE QUOTIENT (ROUNDED TO THE LOWEST WHOLE NUMBER) OF (A) THE AGGREGATE FAIR MARKET VALUE OF THE MONEY AND PROPERTY RECEIVED BY AREF DURING SUCH CALENDAR YEAR ("ANNUAL RECEIPTS") DIVIDED BY (B) $250,000. FOR EXAMPLE, IF THE ANNUAL RECEIPTS ARE $2,400,000, EMPLOYEE'S FUNDRAISING BONUS FOR THAT YEAR WOULD BE $45,000, DETERMINED AS FOLLOWS: $5,000 X 9 (2,400,000/250,000). FOR PURPOSES OF THIS AGREEMENT, ANNUAL RECEIPTS SHALL ONLY INCLUDE GIFTS, GRANTS AND OTHER SIMILAR GRATUITOUS TRANSFERS AND SHALL NOT INCLUDE RECEIPTS FROM THE SALE OR EXCHANGE OF ANY OF AREF'S PROPERTY OR SERVICES. FURTHERMORE, ANNUAL RECEIPTS SHALL BE REDUCED BY THE AMOUNT OF COSTS INCURRED BY AREF EXCLUSIVELY RELATED TO THE PROCUREMENT OF ANY SUCH MONEY OR PROPERTY, E.G., PAYMENT OF A FEE TO AN OUTSIDE FUNDRAISER. FOR THE AVOIDANCE OF DOUBT, AREF SHALL NOT PAY EMPLOYEE ANY FUNDS CONSTITUTING PAID OF THE ANNUAL RECEIPTS TO THE EXTENT THAT SUCH FUNDS ARE PROHIBITED BY THE GRANTOR, E.G., IN LEGISLATIVE APPROPRIATIONS, FROM BEING USED FOR SUCH COMPENSATION, AND AREF SHALL PAY EMPLOYEE THE FULL AMOUNT OF EACH FUNDRAISING BONUS FROM ANY OTHER FUNDS THAT ARE NOT RESTRICTED, REGARDLESS OF WHETHER THEY CONSTITUTE PART OF THE ANNUAL RECEIPTS. AREF SHALL PAY EMPLOYEE THE FUNDRAISING BONUS WITHIN 30 DAYS OF THE END OF EACH CALENDAR YEAR.	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
BAPTIST HEALTH CARE - CHAD MCCAMMON
CHAD MCCAMMON IS THE VICE PRESIDENT FOR BAPTIST HEALTH CARE.	$131,112	SPACE/RENT	0
ANDREWS MEDICINE - JAMES ANDREWS
JAMES ANDREWS OWNS 70% OF ANDREWS MEDICINE.	$120,000	CONTRIBUTION FOR RESEARCH & SPONSORSHIP	0
BAPTIST HOSPITAL IRB - SEE SCH L SUPPLEMENTAL INFORMATION
SEE SCH L SUPPLEMENTAL INFORMATION	$11,500	APPLICATION FEES FOR RESEARCH	0
ROGER OSTRANDER
AMOUNT DUE TO THE DIRECTOR OF THE FELLOWSHIP PROGRAM.	$195,050	AMOUNT PAYABLE	0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE L, PART IV, LINE 3	FormAndLineReferenceDesc
Explanation	BAPTIST HOSPITAL IRB - CHAD MCCAMMON IS THE VICE PRESIDENT OF THE ORTHOPAEDICS SERVICE LINE & AMBULATORY SERVICES AT BHC. STEVE JORDAN AND ADAM ANZ ARE ALSO EMPLOYEES OF BHCS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	A COPY OF THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION REQUIRES ALL EMPLOYEES AND BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST DOCUMENT WHEN THEY ARE INITIALLY HIRED OR JOIN THE BOARD OF DIRECTORS. AREF MANAGEMENT HAS BOARD MEMBERS REVIEW THEIR CONFLICT OF INTEREST DOCUMENT AND MAKE UPDATES TO THEIR POTENTIAL CONFLICTS OF INTEREST AND RE-SIGN THE DOCUMENT AS CHANGES OCCUR.
FORM 990, PART VI, SECTION B, LINE 15	PRESIDENT'S COMPENSATION IS APPROVED BY THE BOARD OF DIRECTORS. OTHER KEY EMPLOYEE'S COMPENSATION IS APPROVED BY THE PRESIDENT.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.