INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION (EIN 76-0497352)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201603209349310055
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-15T13:59:58-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN720398470PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEARD MCELROY & VESTAL LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 TEXAS STREET SUITE 1525AddressLine1Txt
CitySHREVEPORTCityNm
State AbbreviationLAStateAbbreviationCd
ZIP71101ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760497352EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE OF ORTHOPEDIC RESEARCH ANDBusinessNameLine1Txt
Business Name Line2EDUCATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINSTBusinessNameControlTxt
Phone7136104270PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16550 FANNIN STREET SUITE 2512AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77030ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIM BOCELL MDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7136104270PhoneNum
Signature2016-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROY E PRESTWOODPreparerPersonNm
PTINP00419967PTIN
Phone3184291525PhoneNum
Preparation2016-11-08PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES BOCELL MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16550 FANNIN STREET SUITE 2512AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77030ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,261,945GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.IORE.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionIORE'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 Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee25TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$850,000PYContributionsGrantsAmt
CY Contributions Grants$850,000CYContributionsGrantsAmt
PY Program Service Revenue$554,560PYProgramServiceRevenueAmt
CY Program Service Revenue$410,328CYProgramServiceRevenueAmt
PY Investment Income$108PYInvestmentIncomeAmt
CY Investment Income$818CYInvestmentIncomeAmt
PY Other Revenue$678PYOtherRevenueAmt
CY Other Revenue$799CYOtherRevenueAmt
PY Total Revenue$1,405,346PYTotalRevenueAmt
CY Total Revenue$1,261,945CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$860,868PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$968,300CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$457,274PYOtherExpensesAmt
CY Other Expenses$375,571CYOtherExpensesAmt
PY Total Expenses$1,318,142PYTotalExpensesAmt
CY Total Expenses$1,343,871CYTotalExpensesAmt
PY Revenues Less Expenses$87,204PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$81,926CYRevenuesLessExpensesAmt
Total Assets BOY$298,614TotalAssetsBOYAmt
Total Assets EOY$217,974TotalAssetsEOYAmt
Total Liabilities BOY$14,664TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,950TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$283,950NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$202,024NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionIORE'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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$188,283ExpenseAmt
DescMETHODIST HOSPITAL POST-GRADUATE TRAINING PROJECTSDURING 2015, IORE SUPPORTED ACADEMIC RESEARCH PROJECTS COMPLETED BY METHODIST FELLOWS UNDERGOING TRAINING IN JOINT REPLACEMENT AND SPORTS MEDICINE, AND STUDIES PERFORMED IN COLLABORATION WITH FACULTY OF THE SPORTS MEDICINE SECTION OF THE METHODIST ORTHOPAEDIC DEPARTMENT WITH AN INTEREST IN HIP INJURIES ASSOCIATED WITH DANCE AND RECREATIONAL SPORT. THESE PROJECTS INCLUDED:1. THE ACCURACY AND REPRODUCIBILITY OF ALTERNATIVE METHODS OF MEASURING THE RANGE OF MOTION OF THE HIP, KNEE, SHOULDER AND ELBOW. CADAVER SPECIMENS WERE INSTRUMENTAL WITH ARRAS OF REFLECTIVE MARKERS WHICH ENABLED PRECISE MEASUREMENT OF THE POSITION OF THE MAJOR JOINTS IN SPACE. A TEAM OF SURGEONS, TRAINEES AND PHYSICAL THERAPISTS PERFORMED STANDARD MANEUVERS USED TO DETERMINE THE RANGE OF MOTION OF THE MAJOR JOINTS DURING STANDARD PHYSICAL EXAMINATION. THESE METHODS INCLUDED VISUAL ESTIMATION, MEASUREMENT WITH A GONIOMETER, AND PREPARATION OF PHOTOGRAPHS WHICH WERE LATER ANALYZED USING A COMPUTERIZED IMAGE-BASED MEASUREMENT TOOL. STATISTICAL ANALYSIS OF THE RESULTS ALLOWED US TO DETERMINE THE ACCURACY AND RELIABILITY OF THE 3 METHODS AND THE EFFECT OF TRAINING AND EXPERIENCE OF THE CLINICIAN PERFORMING THE MEASUREMENTS. THE RESULTS WERE SUMMARIZED IN A SERIES OF MANUSCRIPTS SUBMITTED TO PROFESSIONAL JOURNALS.2. WE COLLABORATED IN THE COLLECTION AND ANALYSIS OF CLINICAL DATA DOCUMENTING THE RESULTS OF TWO-STAGE REVISION OF INJECTED TOTAL HIP ARTHROPLASTY USING 2 ALTERNATIVE TREATMENTS: (I) IMPLANTATION OF A HEMIPROSTHESIS DURING TREATMENT OF THE INFECTION PRIOR TO IMPLANTATION OF A NEW TOTAL HIP, AND (II) IMPLANTATION OF AN ANTIBIOTIC INFUSED ARTICULATING SPACER PRIOR TO THE NEW HIP PROSTHESIS. WE DEVELOPED SPECIALIZED SOFTWARE TO COMPARE RADIOGRAPHS TAKEN AT EACH STAGE OF TREATMENT AND CALCULATED THE CHANGE IN THE POSITION OF THE IMPLANTS. THIS WORK HAS BEEN SUBMITTED FOR PUBLICATION AND WAS RECENTLY PRESENTED TO THE ANNUAL MEETING OF THE HIP SOCIETY.3. WE PERFORMED A MAJOR INVESTIGATION OF THE ROLE OF THE HIP JOINT CAPSULE IN STABILIZING THE HIP JOINT DURING FUNCTIONAL ACTIVITIES AND IDENTIFIED PARAMETERS THAT MAY BE USED TO DETECT ABNORMAL HIP MOTION THAT IS BELIEVED TO LEAD TO ARTHRITIC DEGENERATION OVER TIME. CADAVERIC SPECIMENS WERE MOUNTED IN A MECHANICAL TESTING FRAME THAT CONTROLLED THE POSTURE AND LOADING OF THE HIP. EACH SPECIMEN WAS PLACED IN A BATTERY OF POSITIONS ASSOCIATED WITH COMMON FUNCTIONAL ACTIVITIES. DURING THESE PROCEDURES, THE RELATIVE MOTION OF THE FEMORAL HEAD WITHIN THE ACETABULUM WAS MEASURED USING INFRA-RED REFLECTORS MOUNTED ON BOTH BONES. THESE EXPERIMENTAL PROCEDURES WERE REPEATED BEFORE AND AFTER MODIFICATIONS TO THE HIP CAPSULE, THE CONTINUOUS LIGAMENTOUS STRUCTURE ENCLOSING THE HIP JOINT. BY CALCULATING THE INCREASED SHIFT OF THE BONES WITHIN THE HIP JOINT IT WAS DEMONSTRATED THAT INCREASED MOTION AND "LOOSENESS" OF THE HIP ALSO LEADS TO INCREASED INSTABILITY AND MALTRACKING OF THE CARTILAGE SURFACES. THIS CHANGE IS ASSOCIATED WITH OVERLOAD OF THE CARTILAGE AND LOSS OF LUBRICATION OF THE JOINT, CONDITIONS LEADING TO ARTHRITIC CHANGES OVER TIME.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$62,758ExpenseAmt
DescSTABILITY OF TIBIAL METAPHYSEAL SLEEVE IMPLANTS IN A MODEL FOR REVISION TOTAL KNEE ANTHROPLASTY WHEN TOTAL KNEE REPLACEMENTS FAIL, THE OPTIMAL STRATEGY FOR STABILIZATION OF COMPONENTS WITH THE COMPROMISED BONES OF THE KNEE IS SUBJECT OF SIGNIFICANT SPECULATION. TO RESOLVE SOME OF THE CONFOUNDING ISSUES, WE PERFORMED A BIOMECHANICAL STUDY USING POLYMERIC MODELS OF THE TIBIAL BONE THAT HAD BEEN PREPARED WITH CORTICAL DEFECTS THAT SIMULATED CONDITIONS SEEN IN SURGERY. COMMERCIAL IMPLANTS WERE IMPLANTED IN EACH MODEL IN A MANNER THAT CREATED 3 DIFFERENT LEVELS OF ENGAGEMENT OF THE METAPHYSEAL SLEEVE WITH THE PROXIMAL TIBIA IN COMBINATION WITH 3 DIFFERENT LENGTHS OF ENGAGEMENT OF THE DISTAL STEM WITH THE TIBIAL CANAL.EACH IMPLANT-MODEL CONSTRUCT WAS LOADED UNDER CONDITIONS SIMULATING THE LOADING CONDITION EXPERIENCED DURING THE STANCE PHASE OF GAIT. MOTION OCCURRING BETWEEN THE BONE MODEL AND THE IMPLANT WERE MEASURED OVER 100 CYCLES OF LOADING USING PHOTO REFLECTIVE MARKERS WITH AN OPTICAL MEASUREMENT SYSTEM. THIS WORK ALLOWED IDENTIFICATION OF THE PARAMETERS DETERMINING THE STABILITY OF REVISION PROSTHESES UNDER CONDITIONS OF INCREASING SEVERITY AND THE THRESHOLD FOR MODIFYING IMPLANT SELECTION TO MAINTAIN STABILITY OF FIXATION TO BONE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$69,214ExpenseAmt
DescVALIDATION OF A BIOREACTOR FOR LABORATORY SIMULATION OF BONY ATTACHMENT TO METALLIC IMPLANTSIN 2013, IORE DEVELOPED A LABORATORY SPECIALIZING IN THE EXPERIMENTAL SIMULATION OF INTERFACES BETWEEN ARTIFICIAL AND BIOLOGICAL TISSUES. THROUGH THE ADDITION OF INCUBATORS AND A STERILE WORK AREA TO THIS LABORATORY, IT HAS BEEN POSSIBLE TO CONSTRUCT A PNEUMATICALLY-DRIVEN BIOREACTOR FOR LOADING LIVE CANCELLOUS BONE SPECIMENS IN CONTACT WITH POROUS METAL SURFACES DESIGNED TO SUPPORT DIRECT TISSUE ANCHORAGE OF LOAD-BEARING CEMENTLESS IMPLANTS. DURING 2015, WE CONVERTED OUR ORIGINAL SINGLE-STATION PROTOTYPE BIOREACTOR TO AN 8-STATION SYSTEM WHICH WAS USED TO PERFORM BONY INGROWTH STUDIES FOR UP TO 7 WEEKS USING FIXATION SURFACES OBTAINED FROM HIP PROSTHESES. THESE EXPERIMENTS WERE SUCCESSFUL WITHOUT LOSS OF THE ASEPTIC CONDITIONS WITHIN THE BIOREACTOR. ADDITIONAL EXPERIMENTS WERE PERFORMED EVALUATING THE RATE OF PROLIFERATION OF BONE CELLS ON IMPLANT-GRADE TITANIUM ALLOY SPECIMENTS FABRICATED BY 3D PRINTING.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$719,145ExpenseAmt
Revenue$410,693RevenueAmt
DescOTHER ORTHOPEDIC RESEARCH PROJECTS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$719,145TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$410,693TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,039,400TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee25EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIM MCCONNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7136104270PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16550 FANNIN STREET SUITE 2512AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77030ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAMES BOCELL MD
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
BRADLEY WEINER MD
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
STEVEN INCAVO MD
DIRECTOR0.50Yes (X)$0$0$0
KENNETH MATHIS MD
DIRECTOR1.00Yes (X)$0$0$0
WILLIAM J BRYAN MD
DIRECTOR0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$850,000AllOtherContributionsAmt
Total Contributions$850,000TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRESEARCH SERVICESDesc
Business541700BusinessCd
Total Revenue Column$410,328TotalRevenueColumnAmt
Related Or Exempt Func Income$410,328RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$410,328TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$818TotalRevenueColumnAmt
Exclusion$818ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$434TotalRevenueColumnAmt
Exclusion$434ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$365TotalRevenueColumnAmt
Related Or Exempt Func Income$365RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$365OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,261,945TotalRevenueColumnAmt
Related Or Exempt Func Income$410,693RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,252ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$774,628TotalAmt
Program Services$619,702ProgramServicesAmt
Management And General$154,926ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$35,523TotalAmt
Program Services$28,418ProgramServicesAmt
Management And General$7,105ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$103,471TotalAmt
Program Services$82,777ProgramServicesAmt
Management And General$20,694ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$54,678TotalAmt
Program Services$43,742ProgramServicesAmt
Management And General$10,936ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$42,000TotalAmt
Management And General$42,000ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,991TotalAmt
Management And General$3,991ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$341TotalAmt
Management And General$341ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,362TotalAmt
Management And General$1,362ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,047TotalAmt
Management And General$2,047ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$89,762TotalAmt
Program Services$86,455ProgramServicesAmt
Management And General$3,307ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$37,551TotalAmt
Program Services$29,718ProgramServicesAmt
Management And General$7,833ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$24,742TotalAmt
Program Services$16,734ProgramServicesAmt
Management And General$8,008ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$29,339TotalAmt
Management And General$29,339ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUPPLIES$113,408$109,694$3,714
MEALS & ENTERTAINMENT$9,759$8,682$1,077
SERVICES - COMMUNICATIO$9,077$8,743$334
DUES/MEMBERSHIP$3,625$3,625

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$8,567TotalAmt
Program Services$1,110ProgramServicesAmt
Management And General$7,457ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,343,871TotalAmt
Program Services$1,039,400ProgramServicesAmt
Management And General$304,471ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$130,042BOYAmt
EOY$74,144EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$57,200BOYAmt
EOY$57,200EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$577,198LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$490,568LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$111,372BOYAmt
EOY$86,630EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$298,614BOYAmt
EOY$217,974EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,664BOYAmt
EOY$15,950EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,664BOYAmt
EOY$15,950EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$283,950BOYAmt
EOY$202,024EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$283,950BOYAmt
EOY$202,024EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$298,614BOYAmt
EOY$217,974EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$81,926ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$600,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$850,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$738,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$850,000CurrentTaxYearMinus1YearAmt
Current Tax Year$850,000CurrentTaxYearAmt
Total$3,888,000TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$307,577CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$422,957CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$472,084CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$554,560CurrentTaxYearMinus1YearAmt
Current Tax Year$399,798CurrentTaxYearAmt
Total$2,156,976TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$907,577CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,272,957CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,210,084CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,404,560CurrentTaxYearMinus1YearAmt
Current Tax Year$1,249,798CurrentTaxYearAmt
Total$6,044,976TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$151,626CurrentTaxYearMinus4YearsAmt
Total$151,626TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$151,626CurrentTaxYearMinus4YearsAmt
Total$151,626TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$5,893,350PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$109,603CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$104,004CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108CurrentTaxYearMinus1YearAmt
Current Tax Year$1,253CurrentTaxYearAmt
Total$215,768TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$109,603CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$104,004CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108CurrentTaxYearMinus1YearAmt
Current Tax Year$1,253CurrentTaxYearAmt
Total$215,768TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,091CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,446CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$678CurrentTaxYearMinus1YearAmt
Current Tax Year$365CurrentTaxYearAmt
Total$5,380TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,018,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,274,848CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,315,534CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,405,346CurrentTaxYearMinus1YearAmt
Current Tax Year$1,251,416CurrentTaxYearAmt
Total$6,266,124TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.94050PublicSupportCY509Pct
Public Support PY5090.88770PublicSupportPY509Pct
Investment Income CY0.03440InvestmentIncomeCYPct
Investment Income PY0.05150InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$90,000OtherCostOrOtherBasisAmt
Depreciation$37,021DepreciationAmt
Book Value$52,979BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$487,198OtherCostOrOtherBasisAmt
Depreciation$453,547DepreciationAmt
Book Value$33,651BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$86,630TotalBookValueLandBuildingsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11A COPY OF THE 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 15THE PROCESS FOR DETERMINING COMPENSATION INCLUDES A REVIEW AND APPROVAL OF THE BOARD, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION.
FORM 990, PART VI, SECTION C, LINE 19THE 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

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16560 FANNIN ST STE 1016AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77030ZIPCd
FieldValueIRS element (for citing)
EIN203639243EIN
Primary ActivitiesORTHOPEDIC RESEARCHPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd
Exempt Code Section501C3ExemptCodeSectionTxt
Public Charity Status9PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
ADVANCED TECHNOLOGY IN ORTHOPEDICS LP
6550 FANNIN ST STE 2512HOUSTONTX77030322183447SCIENTIFIC RESEARCHTXN/AN/A00
SOUTHWEST ORTHOPEDIC GROUP LLP
6560 FANNIN ST STE 1016HOUSTONTX77030030441756MEDICAL SERVICESTXN/AN/A00
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod 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$142,419CASH BASIS
SOUTHWEST ORTHOPEDIC GROUP LLP
M$42,000CASH BASIS
SOUTHWEST ORTHOPEDIC GROUP LLP
PCASH BASIS
FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC
PCASH BASIS

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