INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION (EIN 76-0497352)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201513209349304481
Schema version
2014v5.0
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)
Return2015-11-16T11:11:08-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760497352EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATIONBusinessNameLine1Txt
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
Signature2015-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROY E PRESTWOODPreparerPersonNm
PTINP00419967PTIN
Phone3184291525PhoneNum
Preparation2015-11-06PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

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$1,405,346GrossReceiptsAmt
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$738,000PYContributionsGrantsAmt
CY Contributions Grants$850,000CYContributionsGrantsAmt
PY Program Service Revenue$472,084PYProgramServiceRevenueAmt
CY Program Service Revenue$554,560CYProgramServiceRevenueAmt
PY Investment Income$104,004PYInvestmentIncomeAmt
CY Investment Income$108CYInvestmentIncomeAmt
PY Other Revenue$1,446PYOtherRevenueAmt
CY Other Revenue$678CYOtherRevenueAmt
PY Total Revenue$1,315,534PYTotalRevenueAmt
CY Total Revenue$1,405,346CYTotalRevenueAmt
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$929,047PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$860,868CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$449,396PYOtherExpensesAmt
CY Other Expenses$457,274CYOtherExpensesAmt
PY Total Expenses$1,378,443PYTotalExpensesAmt
CY Total Expenses$1,318,142CYTotalExpensesAmt
PY Revenues Less Expenses-$62,909PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$87,204CYRevenuesLessExpensesAmt
Total Assets BOY$204,844TotalAssetsBOYAmt
Total Assets EOY$298,614TotalAssetsEOYAmt
Total Liabilities BOY$8,774TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,664TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$196,070NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$283,950NetAssetsOrFundBalancesEOYAmt
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$28,784ExpenseAmt
Revenue$55,235RevenueAmt
DescEXPERIMENTAL SIMULATION OF TRIBO-CORROSION OF MODULAR JUNCTIONS IN TOTAL HIP PROSTHESESTHE ALARMING INCIDENCE OF ADVERSE TISSUE REACTIONS IN PATIENTS WITH METAL-ON-METAL TOTAL HIP REPLACEMENTS HAS LED TO INCREASED ATTENTION ON THE OCCURRENCE OF TRIBO-CORROSION OF THE MODULAR HEAD-NECK JUNCTION. THIS PHENOMENON LEADS TO SEVERE TISSUE REACTIONS WITH IRREVERSIBLE DAMAGE OF BONE, MUSCLE AND NERVE SECONDARY TO THE FORMATION OF "PSEUDOTUMORS" EXTENDING FROM THE JOINT CAPSULE. HE FACTORS RESPONSIBLE FOR THIS DEVASTATING COMPLICATION INCLUDE THE DESIGN OF THE PROSTHETIC COMPONENTS, THEIR MATERIAL OF MANUFACTURE, AND THE METHOD OF INTRAOPERATIVE ASSEMBLY. PREVIOUS INVESTIGATORS HAVE SHOWN THAT THE IMPLANT DAMAGE PATTERNS SEEN IN IMPLANT RETRIEVALS CAN BE REPRODUCED IN VITRO USING LONG-TERM PHYSICAL SIMULATION, HOWEVER THIS IS OFTEN IMPRACTICAL DUE TO THE COST AND DURATION OF REPETITIVE LOADING IN THE LABORATORY. AN ALTERNATIVE APPROACH IS TO USE AN ACCELERATED SCREENING TEST TO PREDICT WHICH COMBINATIONS OF MATERIALS AND DESIGNS WILL PROVIDE ACCEPTABLE PERFORMANCE IN CLINICAL USE. GIVEN THE LARGE ASSORTMENT OF VARIABLES KNOWN TO INFLUENCE THE IN VIVO PERFORMANCE OF MODULAR JUNCTIONS, WE HAVE EMBARKED ON PHYSICAL AND VIRTUAL METHODS OF PREDICTING THE IMPACT OF THESE PARAMETERS PRIOR TO CONDUCTING LONG-TERM PHYSICAL TESTS. DURING 2014, THE INSTITUTE OF ORTHOPEDIC RESEARCH & EDUCATION DEVELOPED STANDARD TEST METHODS OF EVALUATING THE PERFORMANCE OF DIFFERENT DESIGN CHOICES, MATERIALS AND TEST CONDITIONS AFFECTING MODULAR JUNCTIONS IN ARTIFICIAL HIPS. THIS WAS COMBINED WITH REAL TIME MEASUREMENTS OF THE ELECTROCHEMICAL CONDITIONS PRESENT AT THE HEAD-NECK JUNCTION (CORROSION RATE AND POTENTIAL).Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$32,605ExpenseAmt
DescDEVELOPMENT OF A COMPUTATIONAL SIMULATION OF RELATIVE MOTION AT MODULAR JUNCTIONS IN HIP PROSTHESES. ONE OF THE FREQUENTLY CITED CAUSES OF EXCESSIVE WEAR AND CORROSION OF MODULAR TAPER JOINTS IN HIP PROSTHESES IS MISMATCH IN THE ANGLE OF THE MALE AND FEMALE TAPERS. EXCESSIVE ANGULAR-MISMATCH CAN LEAD TO RELATIVE MOTION AT THE MODULAR INTERFACE, AND TRIBO-CORROSION OF THE HEAD-NECK JUNCTION SECONDARY TO DISRUPTION OF THE PASSIVE OXIDE LAYER. ALTHOUGH MANUFACTURING STANDARDS HAVE BEEN ADOPTED TO DEFINE ACCEPTABLE TOLERANCES FOR TAPER ANGLES OF MATING COMPONENTS, RECENT INVESTIGATIONS OF FAILED PROSTHETIC COMPONENTS HAVE SUGGESTED THAT STRICTER TOLERANCES OR CHANGES IN TAPER DESIGN MAY BE NECESSARY TO AVOID CLINICAL FAILURES SECONDARY TO EXCESSIVE TAPER WEAR AND CORROSION. IN THIS STUDY WE EXAMINE THE EFFECT OF ANGULAR-MISMATCH ON RELATIVE MOTION BETWEEN THE TAPER AND BORE SUBJECTED TO NORMAL GAIT LOAD USING FINITE ELEMENT METHODS.DURING 2014, WE DEVELOPED A COMPUTER SIMULATION OF A MODULAR JUNCTION OF A HIP PROSTHESIS USING A VERIFIED FINITE ELEMENT MODEL CONSISTING OF A CONVERGING HEXAHEDRAL MESH FOR THE TRUNNION (33648 ELEMENTS) AND A TETRAHEDRAL MESH FOR THE FEMORAL HEAD (51182 ELEMENTS). A FRICTION-BASED SLIDING CONTACT WAS DEFINED AT THE TAPER-BORE INTERFACE. A GAIT LOAD OF 1638N (2.34XBW, BW=700N) WAS APPLIED AT AN ANGLE OF 30O TO THE TRUNNION AXIS ON AN ASSEMBLED FEM. A LINEAR STATIC SOLUTION WAS SET UP USING SIEMENS NX-NASTRAN SOLVER. ANGULAR-MISMATCH WAS SIMULATED BY INCREMENTING THE CONICAL HALF-ANGLE OF THE BORE TO EXAMINE THESE CASES: 0O, 0.005O, 0.010O, 0.015O, 0.030O, 0.050O, 0.075O, 0.100O, 0.200O AND 0.300O. RELATIVE INTERFACE MICRO-MOTION AT THE PROXIMAL-MEDIAL POINT OF THE TAPER VARIED LITTLE WITH ANGULAR-MISMATCH FOR TOLERANCES UP TO 0.075O. HOWEVER, A MONOTONIC INCREASE IN MICRO-MOTION WAS SEEN FOR HIGHER TOLERANCES. A SIMILAR TREND WAS OBSERVED WITH RESPECT TO THE AVERAGE CONTACT PRESSURE, MAX VONMISES AND SHEAR STRESSES AT THE PROXIMAL-MEDIAL ASPECT OF THE TAPER. NON-LINEAR CORRELATION TESTS INDICATE A SIGNIFICANT CORRELATION (P<0.0001) OF MISMATCH ANGLE WITH PEAK VONMISES STRESS (R=0.965) AND RELATIVE MICRO-MOTION (R=0.964).Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$33,622ExpenseAmt
DescIN VITRO SIMULATION OF BONY ATTACHMENT TO METALLIC IMPLANTS IN 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 2014 WE VALIDATED THE BIOREACTOR BY DEMONSTRATING THAT IT WOULD SUPPORT ASEPTIC CULTURE CONDITIONS FOR PERIODS OF UP TO 7 WEEKS AY NORMAL BODY TEMPERATURE. BASED ON THIS EXPERIENCE, A NEW, 6-STATION REACTOR WAS DESIGNED AND CONSTRUCTED FOR DEFINITIVE EXPERIMENTS INVOLVING NEW INGROWTH SURFACES GENERATED WITH 3D PRINTING. INITIAL TRIALS HAVE COMPARED OSTEOBLAST PROLIFERATION ON ALTERNATIVE SURFACE PREPARATIONS OF IMPLANT-GRADE TITANIUM-ALUMINUM-VANADIUM ALLOY COUPONS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$763,980ExpenseAmt
Revenue$499,365RevenueAmt
DescOTHER ORTHOPEDIC RESEARCH PROJECTS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$763,980TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$499,365TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$858,991TotalProgramServiceExpensesAmt
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$554,560TotalRevenueColumnAmt
Related Or Exempt Func Income$554,560RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$554,560TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$108TotalRevenueColumnAmt
Exclusion$108ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$638TotalRevenueColumnAmt
Exclusion$638ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$40TotalRevenueColumnAmt
Related Or Exempt Func Income$40RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$40OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,405,346TotalRevenueColumnAmt
Related Or Exempt Func Income$554,600RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$746ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$732,430TotalAmt
Program Services$585,944ProgramServicesAmt
Management And General$146,486ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$44,669TotalAmt
Program Services$35,735ProgramServicesAmt
Management And General$8,934ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$29,715TotalAmt
Program Services$23,772ProgramServicesAmt
Management And General$5,943ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$54,054TotalAmt
Program Services$43,243ProgramServicesAmt
Management And General$10,811ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,959TotalAmt
Program Services$4,959ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$87,714TotalAmt
Management And General$87,714ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$56,840TotalAmt
Program Services$56,840ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$21,991TotalAmt
Management And General$21,991ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$79,944TotalAmt
Management And General$79,944ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUPPLIES$100,046$92,813$7,233
SERVICES$75,316$13,108$62,208
MEALS & ENTERTAINMENT$12,291$12,291
MOVING EXPENSES$7,887$7,887

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$10,286TotalAmt
Program Services$2,577ProgramServicesAmt
Management And General$7,709ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,318,142TotalAmt
Program Services$858,991ProgramServicesAmt
Management And General$459,151ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$55,725BOYAmt
EOY$130,042EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$31,200BOYAmt
EOY$57,200EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$577,198LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$465,826LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$117,919BOYAmt
EOY$111,372EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$204,844BOYAmt
EOY$298,614EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,774BOYAmt
EOY$14,664EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,774BOYAmt
EOY$14,664EOYAmt
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$196,070BOYAmt
EOY$283,950EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$196,070BOYAmt
EOY$283,950EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$204,844BOYAmt
EOY$298,614EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$87,204ReconcilationRevenueExpnssAmt
Prior Period Adjustments$676PriorPeriodAdjustmentsAmt
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$150,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$600,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$850,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$738,000CurrentTaxYearMinus1YearAmt
Current Tax Year$850,000CurrentTaxYearAmt
Total$3,188,000TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$595,087CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$307,577CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$422,957CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$472,084CurrentTaxYearMinus1YearAmt
Current Tax Year$554,560CurrentTaxYearAmt
Total$2,352,265TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$745,087CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$907,577CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,272,957CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,210,084CurrentTaxYearMinus1YearAmt
Current Tax Year$1,404,560CurrentTaxYearAmt
Total$5,540,265TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$196,904CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$151,626CurrentTaxYearMinus3YearsAmt
Total$348,530TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$196,904CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$151,626CurrentTaxYearMinus3YearsAmt
Total$348,530TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$5,191,735PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,768CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$109,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$800CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$104,004CurrentTaxYearMinus1YearAmt
Current Tax Year$108CurrentTaxYearAmt
Total$301,283TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,768CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$109,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$800CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$104,004CurrentTaxYearMinus1YearAmt
Current Tax Year$108CurrentTaxYearAmt
Total$301,283TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,734CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,800CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,091CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,446CurrentTaxYearMinus1YearAmt
Current Tax Year$678CurrentTaxYearAmt
Total$6,749TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$833,589CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,018,980CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,274,848CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,315,534CurrentTaxYearMinus1YearAmt
Current Tax Year$1,405,346CurrentTaxYearAmt
Total$5,848,297TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.88770PublicSupportCY509Pct
Public Support PY5090.77040PublicSupportPY509Pct
Investment Income CY0.05150InvestmentIncomeCYPct
Investment Income PY0.07080InvestmentIncomePYPct
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$34,713DepreciationAmt
Book Value$55,287BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$487,198OtherCostOrOtherBasisAmt
Depreciation$431,113DepreciationAmt
Book Value$56,085BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$111,372TotalBookValueLandBuildingsAmt

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$1,910
ADVANCED TECHNOLOGY IN ORTHOPEDICS LP
N
ADVANCED TECHNOLOGY IN ORTHOPEDICS LP
O
ADVANCED TECHNOLOGY IN ORTHOPEDICS LP
L$206,635CASH BASIS
SOUTHWEST ORTHOPEDIC GROUP LLP
M$42,040CASH BASIS
SOUTHWEST ORTHOPEDIC GROUP LLP
PCASH BASIS
FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC
PCASH BASIS

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