INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION (EIN 76-0497352)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-08-21
IRS object ID: 201832339349300108
Schema version: 2017v2.3
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 O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-08-21T08:24:04-05:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	720398470	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HEARD MCELROY & VESTAL LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 TEXAS STREET SUITE 1525	AddressLine1Txt
City	SHREVEPORT	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	71101	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	760497352	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INSTITUTE OF ORTHOPEDIC RESEARCH AND	BusinessNameLine1Txt
Business Name Line2	EDUCATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	INST	BusinessNameControlTxt
Phone	7136104270	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6550 FANNIN STREET SUITE 2512	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77030	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES BOCELL MD	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7136104270	PhoneNum
Signature	2018-07-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROY E PRESTWOOD	PreparerPersonNm
PTIN	P00419967	PTIN
Phone	3184291525	PhoneNum
Preparation	2018-07-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JAMES BOCELL MD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6550 FANNIN STREET SUITE 2512	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77030	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,042,844	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.IORE.NET	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1995	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	IORE'S FUNDAMENTAL RESEARCH MISSION IS TO PROVIDE THE STAFF AND FACILITIES REQUIRED TO ENABLE ORTHOPEDIC FACULTY, RESIDENTS AND FELLOWS TO ACHIEVE NATIONAL AND INTERNATIONAL PROMINENCE THROUGH APPLIED RESEARCH OF THE VERY HIGHEST STANDARD.	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	5	VotingMembersIndependentCnt
Total Employee	12	TotalEmployeeCnt
Total Volunteers	10	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$930,000	PYContributionsGrantsAmt
CY Contributions Grants	$635,888	CYContributionsGrantsAmt
PY Program Service Revenue	$472,949	PYProgramServiceRevenueAmt
CY Program Service Revenue	$405,995	CYProgramServiceRevenueAmt
PY Investment Income	$106	PYInvestmentIncomeAmt
CY Investment Income	$128	CYInvestmentIncomeAmt
PY Other Revenue	$161	PYOtherRevenueAmt
CY Other Revenue	$833	CYOtherRevenueAmt
PY Total Revenue	$1,403,216	PYTotalRevenueAmt
CY Total Revenue	$1,042,844	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	$896,375	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$746,211	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$389,573	PYOtherExpensesAmt
CY Other Expenses	$336,071	CYOtherExpensesAmt
PY Total Expenses	$1,285,948	PYTotalExpensesAmt
CY Total Expenses	$1,082,282	CYTotalExpensesAmt
PY Revenues Less Expenses	$117,268	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$39,438	CYRevenuesLessExpensesAmt
Total Assets BOY	$335,387	TotalAssetsBOYAmt
Total Assets EOY	$291,349	TotalAssetsEOYAmt
Total Liabilities BOY	$16,095	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$11,495	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$319,292	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$279,854	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	IORE'S FUNDAMENTAL RESEARCH MISSION IS TO PROVIDE THE STAFF AND FACILITIES REQUIRED TO ENABLE ORTHOPEDIC FACULTY, RESIDENTS AND FELLOWS TO ACHIEVE NATIONAL AND INTERNATIONAL PROMINENCE THROUGH APPLIED RESEARCH OF THE VERY HIGHEST STANDARD.	MissionDesc
Significant New Program Srvc	Yes (1)	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$189,905	ExpenseAmt
Desc	1. THE BIOMECHANICS OF CEMENTLESS AND CEMENTED FIXATION OF THE TIBIAL COMPONENT IN TOTAL KNEE REPLACEMENTTOTAL KNEE REPLACEMENTS CONSIST OF TWO MATING PROSTHETIC COMPONENTS THAT ARE FIXED TO THE FEMUR AND THE TIBIA. FIXATION OF THE TIBIAL COMPONENT OCCURS FAR MORE OFTEN THAN THE FEMORAL COMPONENT, IN PART, BECAUSE OF THE NON-UNIFORMITY OF THE STRENGTH AND STIFFNESS OF THE BONE UPON WHICH THE IMPLANT IS MOUNTED, AND BECAUSE OF THE MOVEMENT OF THE APPLIED LOAD DURING FUNCTIONAL ACTIVITIES. BUILDING ON PROJECTS PERFORMED AT IORE IN PREVIOUS YEARS, WE HAVE DEVELOPED A SERIES OF LOADING ROUTINES IN WHICH COMPLEX CYCLIC LOADS ARE APPLIED TO CADAVERIC SPECIMENS IMPLANTED WITH ARTIFICIAL KNEES, SIMULATING THE DEMANDS OF ACTIVITIES COMMONLY PERFORMED IN NORMAL LIFE. DURING THESE LOADING ROUTINES WE EMPLOY SOPHISTICATED OPTICAL METHODS TO MEASURE THE RELATIVE MOTION OF THE BONE AND THE ADJACENT IMPLANT AS AN INDICATOR OF THE STABILITY OF FIXATION OF THE IMPLANTED KNEE. DURING 2017, SEVERAL ASPECTS OF IMPLANT FIXATION WERE EXAMINED THROUGH THE FOLLOWING RESEARCH PROJECTS:1. HOW DO VARIATIONS IN THE SURGEON'S TECHNIQUE IMPACT THE INITIAL STABILITY OF CEMENTLESS TIBIAL PROSTHESES? TO WHAT EXTENT IS PRECISE PREPARATION OF THE BONY SURFACES NECESSARY?2. IS IT POSSIBLE TO PREDICT WHICH PATIENTS WILL ACHIEVE STABLE IMPLANT FIXATION WITH A CEMENTLESS IMPLANT, BASED UPON THE SIZE AND DENSITY OF THE BONES AND THE ACCURACY OF THE SURGICAL PROCEDURE?3. HOW IS THE PERFORMANCE OF CEMENTLESS IMPLANTS AFFECTED BY THE BONE DEBRIS GENERATED BY SURGICAL TOOLS USED TO PREPARE THE BONY SURFACES?4. WHEN SURGEONS FIX IMPLANTS TO BONE WITH ACRYLIC CEMENT (CEMENTED FIXATION), HOW DOES THE THICKNESS AND DISTRIBUTION OF THE CEMENT LAYER INFLUENCE THE STABILITY OF FIXATION?5. IF SURGEONS MAKE ERRORS IN BOTH THE ROTATION AND ORIENTATION OF HEIR CUTTING INSTRUMENTS DURING PREPARATION OF THE KNEE JOINT FOR JOINT REPLACEMENT, HOW DOES THIS AFFECT THE ALIGNMENT OF THE JOINT WITH RESPECT TO THE FORCES PASSING THROUGH THE ARTIFICIAL KNEE?ABSTRACTS ARISING FROM THIS WORK HAVE ALREADY BEEN SUBMITTED FOR PRESENTATIONS AT NATIONAL AND INTERNATIONAL CONFERENCES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$73,214	ExpenseAmt
Desc	2. IMPROVING THE OUTCOMES OF REVISION TOTAL KNEE REPLACEMENT.OVER A 10-YEAR PERIOD, 5-8% OF TOTAL KNEE REPLACEMENTS FAIL, LEADING TO EXPENSIVE SURGERY TO REMOVE THE IMPLANTED DEVICE AND REPEAT THE ORIGINAL PROCEDURE WITH MODIFIED DESIGNS OF IMPLANTS. AVERAGED ACROSS THE POPULATION, REVISION KNEE REPLACEMENT IS NOT NEARLY AS SUCCESSFUL AS THE INITIAL (PRIMARY) KNEE REPLACEMENT PROCEDURE, WITH FAILURE RATES OF 3-4 TIMES HIGHER AND A SUBSTANTIAL INCIDENCE OF ONGOING SYMPTOMS, CHIEFLY PAIN, SWELLING AND STIFFNESS. TO A SIGNIFICANT EXTENT, THESE INFERIOR OUTCOMES ARE DUE TO THE ABSENCE OF EVIDENCE-BASED APPROACHES TO THE DIAGNOSIS AND TREATMENT OF THE FAILED INITIAL SURGERY, AND A LACK OF RIGOROUS TRAINING PROGRAMS THAT TEACH THE UNDERLYING PRINCIPLES OF REVISION SURGERY TO NEW SURGICAL TRAINEES SPECIALIZING IN JOINT REPLACEMENT. IN ATTEMPTING TO ADDRESS THIS DEFICIENCY, WE HAVE STARTED A RESEARCH PROGRAM FOCUSING ON IMPROVING THE QUALITY AND EFFECTIVENESS OF THE TRAINING RECEIVED BY SURGEONS SPECIALIZING IN JOINT REPLACEMENT. DURING 2017, 3 PROJECTS WERE INITIATED AS PART OF THIS EFFORT:1. WE DEVELOPED AN ON-LINE SURVEY TO ASSESS THE DIFFICULTY OF ALL ASPECTS OF REVISION KNEE REPLACEMENT, CONSISTING OF 69 ITEMS WITHIN FOUR DOMAINS: CLINICAL/COGNITIVE (N=9), CLINICAL/INTERPERSONAL (N=7), SURGICAL/COGNITIVE (N=35), AND SURGICAL/TECHNICAL (N=18). 109 US SURGEONS COMPLETED THE SURVEY: 31 FELLOWS IN TRAINING, AND 78 YOUNG SURGEONS WITHIN 10 YEARS OF GRADUATING FROM A JOINT FELLOWSHIP PROGRAM. FELLOWS AND SURGEONS REPORTED WIDE VARIATIONS IN THE DIFFICULTY OF TASKS IN EACH DOMAIN. BOTH GROUPS EXPRESSED DIFFICULTY WITH INTERPERSONAL INTERACTIONS WITH PATIENTS (FELLOWS: 34.6% VS SURGEONS: 34.3%, P=0.93), WHEREAS FELLOWS FOUND TECHNICAL ASPECTS OF REVISION SURGERY MORE CHALLENGING THAN SURGEONS (38.5% VS 28.7%, P<0.001). FELLOWS AND SURGEONS DIFFERED SIGNIFICANTLY IN REPORTED DIFFICULTY OF SURGICAL DECISION-MAKING (P<0.001) AND TO A LESSER EXTENT IN CLINICAL DECISION-MAKING RELATED TO PATIENT CARE (P=0.0251). A MAJOR FACTOR DRIVING SURGEONS' UNEASE WITH THE PROCEDURE WAS THE LACK OF ACCEPTED GUIDELINES AND A STANDARD APPROACH TO TASKS INVOLVING CLINICAL DECISION-MAKING AND OPERATIVE PERFORMANCE. OUR FINDINGS HIGHLIGHT THE NEED FOR IMPROVED SURGEON TRAINING TO ENHANCE DECISION-MAKING AND PROCEDURAL SKILLS.2. WE DEVELOPED A NEW SYSTEM FOR CLASSIFYING THE QUALITY AND INTEGRITY OF THE BONE PRESENT DURING REVISION KNEE REPLACEMENT SURGERY TO INTRAOPERATIVE DECISION-MAKING, INCLUDING THE SELECTION OF THE APPROPRIATE FEMORAL AND TIBIAL IMPLANTS. WE STARTED BY EXAMINING 103 COMPLETE SETS OF PRE- AND POST-REVISION TKA RADIOGRAPHS WERE OBTAINED FROM 7 EXPERIENCED SURGEONS FROM 5 JOINT REPLACEMENT PRACTICES. TO QUANTIFY CHANGES ASSOCIATED WITH FAILURE OF THE PRIMARY PROCEDURE, MULTIPLE PARAMETERS WERE MEASURED ON AP AND LATERAL PRE-REVISION RADIOGRAPHS, INCLUDING COMPONENT POSITION, MIGRATION, BONE DENSITY AND PATTERNS OF BONE LOSS. THIS ANALYSIS LED TO THE CREATION OF A GRADING SCHEME EXPRESSING THE INCREMENTAL LOSS OF SUPPORTIVE BONE STOCK NECESSARY TO SUPPORT THE DEMANDS GENERATED BY PHYSIOLOGIC ACTIVITY. THIS SCHEME CONSISTED OF 4 GRADES OF INCREASING EXTENT OF BONE LOSS ON THE TIBIA AND 5 ON THE FEMUR. THIS GRADING SCHEME IS NOW BEING DEVELOPED FURTHER THROUGH LINKAGE TO TREATMENT STRATEGIES AND IMPLANT SELECTION THROUGH ACTIVE COLLABORATION WITH LEADING SURGEONS SPECIALIZING IN REVISION SURGERY. 3. WE CREATED ACCURATE SURROGATE MODELS OF THE FEMUR AND THE TIBIA THAT REPRODUCE THE 3D MORPHOLOGY OF THE CORTICAL AND CANCELLOUS BONE REMAINING AFTER REMOVAL OF THE PRIMARY IMPLANTS DURING REVISION KNEE REPLACEMENT PROCEDURES. THESE MODELS WERE FABRICATED IN TWO FORMS TO SIMULATE THE TWO MOST COMMON PATTERNS OF RESIDUAL BONE SEEN AT SURGERY. THIS WAS UNDERTAKEN THROUGH AN ITERATIVE PROCESS THAT COMMENCED WITH A REVIEW OF PUBLISHED PHOTOGRAPHS OF THE FEMUR AND TIBIA AT REVISION TKR, AND WAS FURTHER REFINED THROUGH IN-DEPTH REVIEWS, IN COLLABORATION WITH HIGHLY EXPERIENCED SURGEONS, OF INITIAL PROTOTYPES OF EACH MODEL AND SUBSEQUENT MODIFICATIONS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$40,773	ExpenseAmt
Desc	3. DEVELOPMENT OF A TEST METHOD FOR SIMULATION OF REAL-WORLD LOADING OF LOWER-LIMB PROSTHESESINTRODUCTION: ADVANCES IN 3D PRINTING HAVE POTENTIALLY REVOLUTIONIZED THE FITTING AND FABRICATION OF PROSTHETIC LIMBS. PROSTHETISTS ARE NO ABLE TO DESIGN AND PRESCRIBE THESE DEVICES ON A FACTORY-CONTROLLED, REPRODUCIBLE BASIS WITHOUT DEPENDING UPON THE MANUAL SKILLS OF INDIVIDUAL PRACTITIONERS. HOWEVER, WHILE 3D PRINTING DOES LEND ITSELF TO ARTIFICIAL LIMBS FOR THE UPPER EXTREMITY, THE MECHANICAL AND ENVIRONMENTAL DEMANDS PLACED ON LOWER-LIMB PROSTHESES BRING INTO QUESTION THE COMPATIBILITY OF PRINTABLE POLYMERS WITH CURRENT PROSTHETIC DESIGNS. TO ADDRESS THIS ISSUE, WE PERFORMED 2 COMPLEMENTARY RESEARCH STUDIES:1. COMPUTATIONAL MODELING. WE DEVELOPED A COMPUTATIONAL MODEL OF A GENERIC TRANS-TIBIAL SOCKET AND APPLIED EXTERNAL FORCES AND INTERFACE PRESSURES REPRESENTATIVE OF MID-STANCE AMBULATION. FINITE ELEMENT ANALYSIS WAS PERFORMED TO PREDICT THE DISTRIBUTION OF STRESSES DEVELOPED WITHIN THE WALL OF THE SOCKETS FABRICATED FROM TWO SOCKET MATERIALS USED IN CLINICAL PRACTICE, AND TWO POLYMERS COMMONLY USED FOR SOCKET FABRICATION USING 3D PRINTING. THE RESULTS OF THIS ANALYSIS SHOWED THAT SOCKETS FABRICATED FROM THE CURRENT CARBON-FIBER REINFORCED MATERIALS HAD A FACTOR OF SAFETY OF APPROXIMATELY TEN TIMES THAT OF POLYMERS COMPATIBLE WITH 3D PRINTING. GIVEN THE MAGNITUDE OF THIS DIFFERENCE, WE CONCLUDED THAT THE CURRENT GENERATION OF POLYMERS USED FOR FUSED DEPOSITION MODELING MAY NOT BE ADEQUATE FOR USE IN LOWER-LIMB PROSTHETIC DEVICES THAT ARE EXPOSED TO CYCLIC IMPACT LOADING UNDER DEMANDING ENVIRONMENTAL CONDITIONS. 2. EXPERIMENTAL SIMULATION. IN PARALLEL WITH OUR COMPUTATIONAL STUDIES, WE PROSED AN EXPERIMENTAL METHODOLOGY TO ENABLE US TO PHYSICALLY TEST PROSTHETIC DEVICES TO CONFIRM THE PREDICTIONS OF COMPUTER MODELING AND TO EVALUATE PROSTHESES DERIVED FROM ALTERNATIVE SOURCES. TO ACHIEVE THIS GOAL, WE DESIGNED A MULTI-AXIAL TESTING FRAME CAPABLE OF IMPOSING ON A PROSTHETIC SOCKET THE FORCES AND MOMENTS GENERATED DURING ACTIVITIES OF DAILY LIVING WHILE SIMULTANEOUSLY MEASURING THE DEFORMATION OF ITS OUTER SURFACE. THE COMPLETE EXTERNAL SURFACE USING DIGITAL IMAGE CORRELATION (DIC). DURING 2017, A PILOT STUDY WAS PERFORMED TO DEMONSTRATE PROOF OF CONCEPT AND A REQUEST FOR FUNDING WAS SUBMITTED TO BAYLOR COLLEGE OF MEDICINE FOR SUPPORT OF THIS WORK. AN ABSTRACT DESCRIBING THE COMPUTATIONAL COMPONENT OF THIS PROJECT WAS PREPARED AND SUBMITTED FOR PRESENTATION AT A NATIONAL CONFERENCE.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$440,142	ExpenseAmt
Revenue	$406,428	RevenueAmt
Desc	OTHER ORTHOPEDIC RESEARCH PROJECTS.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$440,142	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$406,428	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$744,034	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
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
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	0	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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	7	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	12	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
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	5	GoverningBodyVotingMembersCnt
Independent Voting Member	5	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	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Phone	7136104270	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6550 FANNIN STREET SUITE 2512	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77030	ZIPCd

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

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
JAMES BOCELL MD
PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
BRADLEY WEINER MD
VICE PRESIDENT	1.00	Yes (X)	Yes (X)	$0	$0	$0
STEVEN INCAVO MD
DIRECTOR	0.50	Yes (X)		$0	$0	$0
KENNETH MATHIS MD
DIRECTOR	1.00	Yes (X)		$0	$0	$0
WILLIAM J BRYAN MD
DIRECTOR	0.50	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
All Other Contributions	$635,888	AllOtherContributionsAmt
Total Contributions	$635,888	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	RESEARCH SERVICES	Desc
Business	541700	BusinessCd
Total Revenue Column	$405,995	TotalRevenueColumnAmt
Related Or Exempt Func Income	$405,995	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$405,995	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$128	TotalRevenueColumnAmt
Exclusion	$128	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$400	TotalRevenueColumnAmt
Exclusion	$400	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Business	900099	BusinessCd
Total Revenue Column	$433	TotalRevenueColumnAmt
Related Or Exempt Func Income	$433	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$433	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,042,844	TotalRevenueColumnAmt
Related Or Exempt Func Income	$406,428	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$528	ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$591,531	TotalAmt
Program Services	$473,225	ProgramServicesAmt
Management And General	$118,306	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$27,604	TotalAmt
Program Services	$22,083	ProgramServicesAmt
Management And General	$5,521	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$87,716	TotalAmt
Program Services	$70,173	ProgramServicesAmt
Management And General	$17,543	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$39,360	TotalAmt
Program Services	$31,488	ProgramServicesAmt
Management And General	$7,872	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$42,000	TotalAmt
Management And General	$42,000	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$11,120	TotalAmt
Management And General	$11,120	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$126	TotalAmt
Management And General	$126	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,379	TotalAmt
Management And General	$1,379	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,313	TotalAmt
Management And General	$3,313	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$98,101	TotalAmt
Program Services	$78,481	ProgramServicesAmt
Management And General	$19,620	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$36,207	TotalAmt
Program Services	$28,966	ProgramServicesAmt
Management And General	$7,241	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$49,895	TotalAmt
Management And General	$49,895	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$23,644	TotalAmt
Management And General	$23,644	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
SUPPLIES	$42,722	$34,178	$8,544
SERVICES - COMMUNICATIO	$9,276		$9,276
SERVICES - REPAIRS	$6,024		$6,024
EQUIPMENT RENT	$3,113		$3,113

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,151	TotalAmt
Program Services	$5,440	ProgramServicesAmt
Management And General	$3,711	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,082,282	TotalAmt
Program Services	$744,034	ProgramServicesAmt
Management And General	$338,248	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$198,022	BOYAmt
EOY	$143,925	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$56,284	BOYAmt
EOY	$57,200	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$661,784	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$571,560	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$81,081	BOYAmt
EOY	$90,224	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$335,387	BOYAmt
EOY	$291,349	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$16,095	BOYAmt
EOY	$11,495	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$16,095	BOYAmt
EOY	$11,495	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

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	$319,292	BOYAmt
EOY	$279,854	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$319,292	BOYAmt
EOY	$279,854	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$335,387	BOYAmt
EOY	$291,349	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$39,438	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)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$738,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$850,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$850,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$930,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$635,888	CurrentTaxYearAmt
Total	$4,003,888	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$472,084	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$554,560	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$399,798	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$472,949	CurrentTaxYearMinus1YearAmt
Current Tax Year	$405,995	CurrentTaxYearAmt
Total	$2,305,386	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,210,084	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,404,560	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,249,798	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,402,949	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,041,883	CurrentTaxYearAmt
Total	$6,309,274	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$6,309,274	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$104,004	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$108	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,253	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$260	CurrentTaxYearMinus1YearAmt
Current Tax Year	$528	CurrentTaxYearAmt
Total	$106,153	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$104,004	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$108	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,253	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$260	CurrentTaxYearMinus1YearAmt
Current Tax Year	$528	CurrentTaxYearAmt
Total	$106,153	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,446	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$678	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$365	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7	CurrentTaxYearMinus1YearAmt
Current Tax Year	$433	CurrentTaxYearAmt
Total	$2,929	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,315,534	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,405,346	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,251,416	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,403,216	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,042,844	CurrentTaxYearAmt
Total	$6,418,356	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.98300	PublicSupportCY509Pct
Public Support PY509	0.98350	PublicSupportPY509Pct
Investment Income CY	0.01650	InvestmentIncomeCYPct
Investment Income PY	0.01600	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

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

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$90,000	OtherCostOrOtherBasisAmt
Depreciation	$41,637	DepreciationAmt
Book Value	$48,363	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$571,784	OtherCostOrOtherBasisAmt
Depreciation	$529,923	DepreciationAmt
Book Value	$41,861	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$90,224	TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 2	PLEASE SEE FORM 990, PAGE 2, PART III
FORM 990, PART VI, SECTION B, LINE 11B	A COPY OF THE 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	THE BOARD REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES THE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY OVERSEEING THE OPERATIONS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 15	THE PROCESS FOR DETERMINING COMPENSATION INCLUDES A REVIEW AND APPROVAL OF THE BOARD, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6560 FANNIN ST STE 1016	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77030	ZIPCd

Field	Value	IRS element (for citing)
EIN	203639243	EIN
Primary Activities	ORTHOPEDIC RESEARCH	PrimaryActivitiesTxt
Legal Domicile State	TX	LegalDomicileStateCd
Exempt Code Section	501C3	ExemptCodeSectionTxt
Public Charity Status	9	PublicCharityStatusTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	0	ControlledOrganizationInd

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
ADVANCED TECHNOLOGY IN ORTHOPEDICS LP
6550 FANNIN ST STE 2512	HOUSTON	TX	77030	322183447	SCIENTIFIC RESEARCH	TX	N/A	N/A	0	0
SOUTHWEST ORTHOPEDIC GROUP LLP
6560 FANNIN ST STE 1016	HOUSTON	TX	77030	030441756	MEDICAL SERVICES	TX	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	0	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	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC
N
FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC
O
ADVANCED TECHNOLOGY IN ORTHOPEDICS LP
N
ADVANCED TECHNOLOGY IN ORTHOPEDICS LP
O
ADVANCED TECHNOLOGY IN ORTHOPEDICS LP
L	$248,166	CASH BASIS
SOUTHWEST ORTHOPEDIC GROUP LLP
M	$42,000	CASH BASIS
SOUTHWEST ORTHOPEDIC GROUP LLP
P		CASH BASIS
FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC
P		CASH BASIS

INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION: Form 990, tax year 2017

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

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

US Address USAddress

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

Program Service Revenue ProgramServiceRevenueGrp

Investment Income InvestmentIncomeGrp

Royalties Revenue RoyaltiesRevenueGrp

Other Revenue Misc OtherRevenueMiscGrp

Total Revenue TotalRevenueGrp

Other Salaries And Wages OtherSalariesAndWagesGrp

Pension Plan Contributions PensionPlanContributionsGrp

Other Employee Benefits OtherEmployeeBenefitsGrp

Payroll Taxes PayrollTaxesGrp

Fees For Services Management FeesForServicesManagementGrp

Fees For Services Legal FeesForServicesLegalGrp

Fees For Services Accounting FeesForServicesAccountingGrp

Advertising AdvertisingGrp

Office Expenses OfficeExpensesGrp

Occupancy OccupancyGrp

Travel TravelGrp

Depreciation Depletion DepreciationDepletionGrp

Insurance InsuranceGrp

Other Expenses OtherExpensesGrp (4 entries)

All Other Expenses AllOtherExpensesGrp

Total Functional Expenses TotalFunctionalExpensesGrp

Cash Non Interest Bearing CashNonInterestBearingGrp

Accounts Receivable AccountsReceivableGrp

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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 Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Total509 Total509Grp

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Substantial Contributors Amt SubstantialContributorsAmtGrp

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Gross Investment Income509 GrossInvestmentIncome509Grp

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Other Income509 OtherIncome509Grp

Total Support Calendar Year TotalSupportCalendarYearGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

Equipment EquipmentGrp

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

US Address USAddress

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Comments