BEACON ORTHOPAEDIC RESEARCH & EDUCATION FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: BEACON ORTHOPAEDIC RESEARCH & EDUCATION FOUNDATION (EIN 27-0643210)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202423209349300927
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 G
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T04:24:46-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	311223798	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WHITMER & COMPANY CPAS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	615 ELSINORE PLACE SUITE 625	AddressLine1Txt
City	CINCINNATI	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	452021427	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	270643210	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BEACON ORTHOPAEDIC RESEARCH & EDUCATION	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	BEAC	BusinessNameControlTxt
Phone	5133543723	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 E BUSINESS WAY STE A	AddressLine1Txt
City	CINCINNATI	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45241	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PETER CHA MD	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5133543700	PhoneNum
Signature	2024-11-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAN NEUMANN	PreparerPersonNm
PTIN	P01054930	PTIN
Phone	5133818010	PhoneNum

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	PETER CHA MD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 E BUSINESS WAY STE A	AddressLine1Txt
City	CINCINNATI	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45241	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$364,493	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2009	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	SUPPORT SCIENTIFIC RESEARCH AND PROVIDE EDUCATIONAL FACILITIES FOR THE ADVANCEMENT OF ORTHOPAEDIC SURGERY, PHYSICAL MEDICINE AND REHABILITATION, AND INJURY PREVENTION.	ActivityOrMissionDesc
Voting Members Governing Body	3	VotingMembersGoverningBodyCnt
Voting Members Independent	0	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$390,481	PYContributionsGrantsAmt
CY Contributions Grants	$227,562	CYContributionsGrantsAmt
PY Program Service Revenue	$13,411	PYProgramServiceRevenueAmt
CY Program Service Revenue	-$7,897	CYProgramServiceRevenueAmt
PY Investment Income	$0	PYInvestmentIncomeAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
PY Other Revenue	-$94,595	PYOtherRevenueAmt
CY Other Revenue	-$50,238	CYOtherRevenueAmt
PY Total Revenue	$309,297	PYTotalRevenueAmt
CY Total Revenue	$169,427	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	$167,129	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$54,637	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$198,374	PYOtherExpensesAmt
CY Other Expenses	$170,384	CYOtherExpensesAmt
PY Total Expenses	$365,503	PYTotalExpensesAmt
CY Total Expenses	$225,021	CYTotalExpensesAmt
PY Revenues Less Expenses	-$56,206	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$55,594	CYRevenuesLessExpensesAmt
Total Assets BOY	$143,329	TotalAssetsBOYAmt
Total Assets EOY	$257,747	TotalAssetsEOYAmt
Total Liabilities BOY	$255,337	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$425,349	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$112,008	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$167,602	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE BEACON ORTHOPAEDIC RESEARCH & EDUCATION FOUNDATION, INC. IS PROVIDING A HUMAN CADAVER LAB AND EDUCATIONAL SPACE FOR THE TEACHING AND DEMONSTRATION OF ORTHOPAEDIC SURGICAL PROCEDURES. WE ARE TRAINING MEDICAL FELLOWS OFFERING FELLOWSHIPS TO INDIVIDUALS WHO ARE PURSUING A CAREER IN ORTHOPAEDICS. THE FOUNDATION WILL BE PROVIDING EDUCATIONAL OPPORTUNITIES FOR THE PUBLIC REGARDING INJURY PREVENTION AND PROPER PREPARATION FOR PHYSICAL ACTIVITIES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$98,016	ExpenseAmt
Revenue	$87,409	RevenueAmt
Desc	OPERATION OF HUMAN CADAVER LAB (WET LAB) FOR EDUCATION PURPOSES ACCORDING TO PRIMARY MISSION.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$114,523	ExpenseAmt
Desc	PROVIDING TRAINING AND FELLOWSHIPS FOR INDIVIDUALS PURSUING A CAREER IN ORTHOPAEDICS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$212,539	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	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	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	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	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	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	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	Yes (1)	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	1	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
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	3	GoverningBodyVotingMembersCnt
Independent Voting Member	0	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	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EMILY PHIPPS CFO	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5133543747	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 E BUSINESS WAY	AddressLine1Txt
City	CINCINNATI	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45241	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
TIMOTHY KREMCHEK MD
CHAIRMAN	2.00	Yes (X)	Yes (X)	$0	$0	$0
PETER CHA MD
PRESIDENT	2.00	Yes (X)	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$100,048	FundraisingAmt
All Other Contributions	$127,514	AllOtherContributionsAmt
Total Contributions	$227,562	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	WET LAB OPERATIONS	Desc
Business	541700	BusinessCd
Total Revenue Column	-$7,897	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$7,897	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	-$7,897	TotalProgramServiceRevenueAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$14,134	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	$14,134	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,134	TotalRevenueColumnAmt
Related Or Exempt Func Income	$14,134	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$130,694	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$100,048	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$195,066	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$64,372	TotalRevenueColumnAmt
Exclusion	-$64,372	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$169,427	TotalRevenueColumnAmt
Related Or Exempt Func Income	$6,237	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$64,372	ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$47,039	TotalAmt
Program Services	$47,039	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$3,329	TotalAmt
Program Services	$3,329	ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,269	TotalAmt
Program Services	$4,269	ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$12,482	TotalAmt
Management And General	$12,482	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$12,736	TotalAmt
Program Services	$12,736	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$51,545	TotalAmt
Program Services	$51,545	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$7,970	TotalAmt
Program Services	$7,970	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$16,649	TotalAmt
Program Services	$16,649	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$6,184	TotalAmt
Program Services	$6,184	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$6,183	TotalAmt
Program Services	$6,183	ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
OTHER	$34,113	$34,113
WET LAB PROGRAM EXPENSE	$22,522	$22,522

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$225,021	TotalAmt
Program Services	$212,539	ProgramServicesAmt
Management And General	$12,482	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$42,864	BOYAmt
EOY	$143,992	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$95,465	BOYAmt
EOY	$113,755	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,458,402	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,458,402	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$5,000	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$143,329	BOYAmt
EOY	$257,747	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$255,337	BOYAmt
EOY	$425,349	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$255,337	BOYAmt
EOY	$425,349	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	-$112,008	BOYAmt
EOY	-$167,602	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$112,008	BOYAmt
EOY	-$167,602	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$143,329	BOYAmt
EOY	$257,747	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$55,594	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

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	$72,550	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$789,082	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$507,982	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$471,331	CurrentTaxYearMinus1YearAmt
Current Tax Year	$358,256	CurrentTaxYearAmt
Total	$2,199,201	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$72,550	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$789,082	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$507,982	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$471,331	CurrentTaxYearMinus1YearAmt
Current Tax Year	$358,256	CurrentTaxYearAmt
Total	$2,199,201	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,375,497	SubstantialContributorsTotAmt
Public Support Total170	$823,704	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$40,756	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$22,397	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$19,614	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$27,545	CurrentTaxYearMinus1YearAmt
Current Tax Year	$6,237	CurrentTaxYearAmt
Total	$116,549	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$2,315,750	TotalSupportAmt
Public Support CY170	0.35570	PublicSupportCY170Pct
Public Support PY170	0.94200	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

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

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,458,402	OtherCostOrOtherBasisAmt
Depreciation	$1,458,402	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF OUTING	Event1Nm
Gross Receipts Event1	$230,742	GrossReceiptsEvent1Amt
Charitable Contri Event1	$100,048	CharitableContriEvent1Amt
Gross Revenue Event1	$130,694	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$19,630	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$45,000	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$49,297	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$81,139	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$230,742	GrossReceiptsTotalAmt
Charitable Contributions Tot	$100,048	CharitableContributionsTotAmt
Gross Revenue Total Events	$130,694	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$19,630	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$45,000	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$49,297	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$81,139	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$195,066	DirectExpenseSummaryEventsAmt
Net Income Summary	-$64,372	NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	PROCESS FOR REVIEW OF FORM 990: COMPLETED FORM 990 IS ATTACHED TO AN EMAIL THAT IS SENT TO ALL DIRECTORS, OFFICERS, AND TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12C	THE FOUNDATION REQUIRES THAT THE CONFLICT OF INTEREST POLICY BE SIGNED ANNUALLY AND REVIEWED BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Direct Controlling NADirectControllingNACd	Predominant Income TypePredominantIncomeTypeTxt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd
BEACON ORTHOPAEDICS & SPORTS MEDICINE LTD
500 E BUSINESS WAY SUITE A	CINCINNATI	OH	45241	311483173	MEDICAL SERVICES	OH	N/A	N/A	0	0
BEACON ORTHOPAEDICS HOLDINGS LLC
500 E BUSINESS WAY SUITE A	CINCINNATI	OH	45241	300030652	FACILITIES RENTAL; SURGERY CENTER	OH	N/A	N/A	0	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

BEACON ORTHOPAEDIC RESEARCH & EDUCATION FOUNDATION: Form 990, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990 IRS990

US Address USAddress

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

US Address USAddress

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

Program Service Revenue ProgramServiceRevenueGrp

Gross Rents GrossRentsGrp

Less Rental Expenses LessRentalExpensesGrp

Rental Income Or Loss RentalIncomeOrLossGrp

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Total Revenue TotalRevenueGrp

Other Salaries And Wages OtherSalariesAndWagesGrp

Other Employee Benefits OtherEmployeeBenefitsGrp

Payroll Taxes PayrollTaxesGrp

Fees For Services Management FeesForServicesManagementGrp

Office Expenses OfficeExpensesGrp

Occupancy OccupancyGrp

Travel TravelGrp

Conferences Meetings ConferencesMeetingsGrp

Interest InterestGrp

Insurance InsuranceGrp

Other Expenses OtherExpensesGrp (2 entries)

Total Functional Expenses TotalFunctionalExpensesGrp

Cash Non Interest Bearing CashNonInterestBearingGrp

Accounts Receivable AccountsReceivableGrp

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Other Assets Total OtherAssetsTotalGrp

Total Assets TotalAssetsGrp

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Total Liabilities TotalLiabilitiesGrp

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Schedule A IRS990ScheduleA

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Total Calendar Year170 TotalCalendarYear170Grp

Gross Investment Income170 GrossInvestmentIncome170Grp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Schedule R IRS990ScheduleR

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

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