INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION (EIN 76-0497352)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201413219349303406
- Schema version
- 2013v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T10:23:57-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 TEXAS STREET SUITE 1525 | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 71101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 EDUCATION | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77030 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM BOCELL MD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7136104270 | PhoneNum |
| Signature | 2014-11-11 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77030 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,315,534 | 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 | 26 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $850,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $738,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $422,957 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $472,084 | CYProgramServiceRevenueAmt |
| PY Investment Income | $800 | PYInvestmentIncomeAmt |
| CY Investment Income | $104,004 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,091 | PYOtherRevenueAmt |
| CY Other Revenue | $1,446 | CYOtherRevenueAmt |
| PY Total Revenue | $1,274,848 | PYTotalRevenueAmt |
| CY Total Revenue | $1,315,534 | 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 | $879,994 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $929,047 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $459,845 | PYOtherExpensesAmt |
| CY Other Expenses | $449,396 | CYOtherExpensesAmt |
| PY Total Expenses | $1,339,839 | PYTotalExpensesAmt |
| CY Total Expenses | $1,378,443 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$64,991 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$62,909 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $275,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $204,844 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,159 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,774 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $258,979 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $196,070 | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $180,882 | ExpenseAmt |
| Revenue | $158,490 | RevenueAmt |
| Desc | BAYLOR COLLEGE OF MEDICINE: POST-GRADUATE RESEARCH PROJECTS IN SPORTS MEDICINE.DURING THE 2013, IORE SUPPORTED ACADEMIC RESEARCH PROJECTS COMPLETED BY POST-GRADUATE SPORTS MEDICINE FELLOWS FROM BAYLOR COLLEGE OF MEDICINE. THESE PROJECTS RANGED FROM CADAVERIC STUDIES SIMULATING MUSCULO-SKELETAL FUNCTION TO COMPUTER SIMULATION OF THE RESULTS OF SURGICAL PROCEDURES. TYPICAL RESEARCH STUDIES INCLUDED:WE WORKED WITH A POST-GRADUATE FELLOW IN SPORTS MEDICINE TO PERFORM A RESEARCH STUDY EXAMINING THE EFFECT OF DIFFERENT SURGICAL PLANS USED TO MODIFY THE SHAPE OF THE HEAD-NECK JUNCTION OF THE FEMUR ON THE RESULTING RANGE OF MOTION OF THE HIP JOINT. THIS SURGICAL PROCEDURE, CALLED OSTEOCHONDROPLASTY, IS FREQUENTLY PERFORMED IN ATHLETES AND DANCE PERFORMERS WITH SKELETAL ABNORMALITIES THAT ARE THOUGHT TO BE A PRECURSOR OF ARTHRITIS AND DEGENERATIVE HIP DISEASE. ONCE WE DEVELOPED CASE-SPECIFIC SURGICAL PLANS AND PERFORMED TRIALS OF THEIR IMPACT ON HIP MOTION USING COMPUTER SIMULATIONS, WE EXPERIMENTED WITH METHODS OF IMPLEMENTING EACH PLAN IN CADAVERIC SPECIMENS WITH THE ASSISTANCE OF POST-GRADUATE FELLOWS AND EXPERIENCED HIP SURGEONS. THE RESULTS OF THIS STUDY WERE SUMMARIZED IN A POWERPOINT PRESENTATION WHICH WAS DELIVERED TO A SCIENTIFIC CONFERENCE HOSTED BY THE DEPARTMENT OF ORTHOPAEDIC SURGERY AT BAYLOR COLLEGE OF MEDICINE. WE PERFORMED A BIOMECHANICAL STUDY TO INVESTIGATE THE CONTRIBUTION OF THE ANTERIOR LATERAL LIGAMENT OF THE KNEE TO THE MECHANICAL STABILITY OF THE JOINT AFTER RECONSTRUCTION OF A RUPTURE OF THE ANTERIOR CRUCIATE LIGAMENT. RECENT WORLDWIDE PRESS COVERAGE HAS DECLARED THAT BELGIAN INVESTIGATORS HAVE "DISCOVERED" A NEW LIGAMENT WITHIN THE KNEE, THE ANTERIOR LATERAL LIGAMENT (ALL). ONE CLAIM POPULARIZED IN THESE REPORTS IS THAT THIS STRUCTURE PROVIDES ROTATIONAL AND TRANSLATIONAL STABILITY TO THE KNEE, ESPECIALLY AFTER ACL INJURY. THIS SUGGESTS THAT SURGICAL REPAIR OF THIS STRUCTURE MAY ENHANCE THE OUTCOME OF SURGICAL RECONSTRUCTION OF THE ACL, AND MAY EXPLAIN THE VARIABILITY OF THE OUTCOME OF THESE PROCEDURES. TO EXAMINE THESE QUESTIONS, WE USED A COMPUTER-CONTROLLED KNEE TESTING MACHINE TO MEASURE THE STABILITY OF CADAVERIC KNEES WITH AND WITHOUT AN INTACT ACL, AND WITH FURTHER LOSS OF THE ALL. WE THEN RETESTED EACH KNEE AFTER SEQUENTIAL RECONSTRUCTION OF THE ACL AND THE ALL. THIS WORK SHOWED THAT THE ALL HAS NEGLIGIBLE EFFECT ON THE STABILITY OF THE CRUCIATE INTACT KNEE, BUT THAT MODEST IMPROVEMENT S COULD BE OBTAINED AFTER ACL RECONSTRUCTION. WE DEVELOPED AN AUTOMATED METHOD OF GENERATING A PIVOT-SHIFT WITHIN THE CADAVERIC KNEE DURING FLEXION UNDER THE ACTION OF VALGUS AND INTERNAL ROTATION MOMENTS. THIS METHODOLOGY WAS APPLIED TO AN EXPERIMENT CONDUCTED BY ONE OF THE BAYLOR SPORTS MEDICINE FELLOWS WHO STUDIED THE EFFECT OF TESTING VARIABLES AND MUSCLE FORCES ON THE SUBLUXATION OF THE TIBIA ACCOMPANYING KNEE FLEXION AFTER ACL RUPTURE (KNOWN AS THE "PIVOT-SHIFT" PHENOMENON). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $41,054 | ExpenseAmt |
| Desc | DEVELOPMENT OF A BIOMATERIALS RESEARCH FACILITYIORE EMBARKED UPON A DEVELOPMENT PROGRAM IN BIOMATERIALS AND TISSUE ENGINEERING THROUGH CONVERSION OF EXISTING LABORATORY SPACE ALREADY OCCUPIED IN HOUSTON METHODIST HOSPITAL TO SUPPORT WORK INVOLVING BIOLOGICAL MATERIALS. THE FOCUS OF THIS FACILITY WILL BE 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 TENDON SPECIMENS HARVESTED FROM ANIMALS. THIS CONSTRUCT ALLOWS TISSUES TO BE CYCLICALLY LOADED WHILE BEING SUSPENDED UNDER PHYSIOLOGIC CONDITIONS. PILOT WORK PERFORMED WITH TENDON SPECIMENS SHOWED THAT THIS TECHNIQUE ALLOWS TISSUES TO REMAIN VIABLE FOR A PERIOD OF AT LEAST 2 WEEKS POST-HARVEST. THIS METHODOLOGY HAS BEEN USED AS THE BASIS FOR GRANT APPLICATIONS AIMED AT STUDYING FACTORS AFFECTING THE FIXATION OF ROTATOR CUFF REPAIRS IN THE SHOULDER. ADDITIONAL STUDIES USING THE SAME FACILITIES HAVE BEEN PLANNED TO EXAMINE THE PERFO | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $110,779 | ExpenseAmt |
| Revenue | $109,000 | RevenueAmt |
| Desc | METHODIST-CORNELL POST-GRADUATE RESEARCH PROJECTS IN SPORTS MEDICINE AND JOINT REPLACEMENT.THE STAFF OF IORE WORKED IN COLLABORATION WITH THE FACULTY OF THE METHODIST-CORNELL DEPARTMENT OF ORTHOPAEDIC SURGERY IN TRAINING POST-GRADUATE FELLOWS IN RESEARCH. WE UNDERTOOK RESEARCH PROJECTS ON THE FOLLOWING TOPICS, WITH FINANCIAL SUPPORT FROM THE METHODIST DEPARTMENT OF ORTHOPAEDIC SURGERY:AN INVESTIGATION OF THE EFFECT OF MENISCAL ALLOGRAFT TRANSPLANTATION ON THE BIOMECHANICS OF THE KNEE MENISCUS, BOTH IN TERMS OF ITS MOTION AND DEFORMATION DURING KNEE FUNCTION, AND THE PRESSURES TRANSMITTED TO THE CARTILAGE ON THE PROXIMAL SURFACE OF THE TIBIA. EXPERIMENTS WERE ALSO PERFORMED TO MEASURE THE SENSITIVITY OF THESE MEASURES TO THE ACCURACY OF PLACEMENT OF THE GRAFT ON THE SURFACE OF THE HOST BONE. WORKING WITH A FELLOW IN JOINT RECONSTRUCTION, WE INVESTIGATED ALTERNATIVE STRATEGIES FOR PERFORMING REVISION HIP REPLACEMENT IN THE PRESENCE OF DAMAGE (TRIBO-CORROSION) TO THE MODULAR NECK WHEN THE FEMORAL COMPONENT IS FOUND TO BE RIGIDLY FIXED TO THE FEMUR. IN THESE CASES IT IS HIGHLY DESIRABLE TO LEAVE THE PRIMARY FEMORAL STEM IN SITU AND REPLACE THE ORIGINAL FEMORAL HEAD AND THE ACETABULAR LINER/ACETABULAR CUP. ALTHOUGH THIS IS UNIVERSALLY ACCEPTED IF THE FEMORAL TAPER IS IN PRISTINE CONDITION, ONCE CORROSIVE DAMAGE IS PRESENT IT IS UNCLEAR WHETHER THE INTERFACE FORMED BETWEEN THE ORIGINAL TRUNNION AND A NEW HEAD OR SLEEVE WILL BE CAPABLE OF WITHSTANDING FUNCTIONAL LOADING OF THE JOINT WITHOUT SLIPPAGE OR FURTHER TRIBO-CHEMICAL DAMAGE. WE INVESTIGATED THIS QUESTION THROUGH MECHANICAL TESTING OF WORN FEMORAL COMPONENTS OBTAINED FROM REVISION SURGERY. IN EACH CASE, A PRISTINE FEMORAL HEAD WAS PROCURED FROM THE MANUFACTURER AND REASSEMBLED ON THE MATING TAPER OF THE FEMORAL COMPONENT USING A MECHANICAL TESTING MACHINE. LOADING CONDITIONS WITHIN THE BODY WERE THEN SIMULATED IN THE TESTING MACHINE AND THE RELATIVE MOTION AT THE HEAD-NECK JUNCTION WAS MEASURED WITH AN ARRAY OF HIGH PRECISION TRANSDUCERS. THIS PROCEDURE WAS PERFORMED WITH BOTH COBALT-BASED AND TITANIUM-BASED FEMORAL STEMS. A THIRD STUDY WAS UNDERTAKEN WITH A JOINT REPLACEMENT FELLOW TO EXAMINE THE CONFLICT BETWEEN ALIGNMENT OF TOTAL KNEE REPLACEMENTS AND VARIATIONS IN THE SHAPE OF THE HUMAN TIBIA. THIS TOPIC IS OF IMPORTANCE IN JOINT REPLACEMENT WHERE THE ALIGNMENT OF THE IMPLANTED COMPONENTS WITH RESPECT TO THE MECHANICAL AXIS OF THE LOWER EXTREMITY AFFECTS THE LONGEVITY OF BONY FIXATION. IN THE CASE OF TIBIAL FIXATION, STEMS ARE OFTEN ATTACHED TO THE IMPLANT TO ALLOW FIXATION THROUGH CONTACT WITH THE INTRAMEDULLARY CANAL WHERE THE BONE IS STRONGER AND MORE RIGID. THIS IS ESPECIALLY TRUE IN REVISION CASES. HOWEVER, IN SOME TIBIAE, THE CANAL IS BOWED, POTENTIALLY LEADING TO MISALIGNMENT OF THE IMPLANT AND MALPLACEMENT ON THE PREPARED SURFACE OF THE BONE. IN THIS STUDY, IORE STAFF ASSISTED THE TRAINEE IN PREPARING COMPUTER MODELS OF A SET OF TIBIAS AND PERFORMING ANATOMIC MEASUREMENTS TO DETERMINE: A) THE PREVALENCE OF SIGNIFICANT CURVATURE OF THE INTRAMEDULLARY CANAL;B) THE DEVIATION OF THE IMPLANT FROM IDEAL PLACEMENT WHEN IMPLANTED WITH A STEM EXTENSION GAINING PURCHASE IN THE PROXIMAL HALF OF THE TIBIA; C) THE COMBINATIONS OF STEM LENGTH AND DIAMETER THAT MAY BE SELECTED FOR SUPPLEMENTARY FIXATION OF TIBIAL COMPONENTS WITHOUT CAUSING MAL-POSITIONING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $686,753 | ExpenseAmt |
| Revenue | $204,594 | RevenueAmt |
| Desc | OTHER ORTHOPEDIC RESEARCH PROJECTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $686,753 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $204,594 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,019,468 | 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 | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77030 | ZIPCode |
| 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 | $738,000 | AllOtherContributionsAmt |
| Total Contributions | $738,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESEARCH SERVICES | Desc |
| Business | 541700 | BusinessCd |
| Total Revenue Column | $472,084 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $472,084 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $472,084 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167 | TotalRevenueColumnAmt |
| Exclusion | $167 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $729 | TotalRevenueColumnAmt |
| Exclusion | $729 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $103,837 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $103,837 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,837 | TotalRevenueColumnAmt |
| Exclusion | $103,837 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $717 | TotalRevenueColumnAmt |
| Exclusion | $717 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $717 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,315,534 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $472,084 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $105,450 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,034 | TotalAmt |
| Program Services | $600,027 | ProgramServicesAmt |
| Management And General | $150,007 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,085 | TotalAmt |
| Program Services | $32,068 | ProgramServicesAmt |
| Management And General | $8,017 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,795 | TotalAmt |
| Program Services | $63,036 | ProgramServicesAmt |
| Management And General | $15,759 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,133 | TotalAmt |
| Program Services | $48,106 | ProgramServicesAmt |
| Management And General | $12,027 | 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 | $5,285 | TotalAmt |
| Management And General | $5,285 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,066 | TotalAmt |
| Management And General | $2,066 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,233 | TotalAmt |
| Program Services | $8,233 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367 | TotalAmt |
| Management And General | $367 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,763 | TotalAmt |
| Program Services | $66,210 | ProgramServicesAmt |
| Management And General | $16,553 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,689 | TotalAmt |
| Program Services | $36,689 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,322 | TotalAmt |
| Management And General | $28,322 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,427 | TotalAmt |
| Management And General | $27,427 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $139,497 | $113,220 | $26,277 |
| SERVICES | $44,225 | $35,049 | $9,176 |
| REPAIRS | $11,629 | $2,960 | $8,669 |
| MEALS & ENTERTAINMENT | $10,649 | $10,649 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,244 | TotalAmt |
| Program Services | $3,221 | ProgramServicesAmt |
| Management And General | $7,023 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,378,443 | TotalAmt |
| Program Services | $1,019,468 | ProgramServicesAmt |
| Management And General | $358,975 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,624 | BOYAmt |
| EOY | $55,725 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,800 | BOYAmt |
| EOY | $31,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $561,754 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $443,835 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,714 | BOYAmt |
| EOY | $117,919 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,138 | BOYAmt |
| EOY | $204,844 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,159 | BOYAmt |
| EOY | $8,774 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,159 | BOYAmt |
| EOY | $8,774 | 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 | $258,979 | BOYAmt |
| EOY | $196,070 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,979 | BOYAmt |
| EOY | $196,070 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,138 | BOYAmt |
| EOY | $204,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$62,909 | 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 Minus3 Years | $150,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $600,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $850,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $738,000 | CurrentTaxYearAmt |
| Total | $2,338,000 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,190,936 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $595,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $307,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $422,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $472,084 | CurrentTaxYearAmt |
| Total | $2,988,641 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,190,936 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $745,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $907,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,272,957 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,210,084 | CurrentTaxYearAmt |
| Total | $5,326,641 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $556,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,626 | CurrentTaxYearMinus2YearsAmt |
| Total | $905,440 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $556,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,626 | CurrentTaxYearMinus2YearsAmt |
| Total | $905,440 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,421,201 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,603 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,004 | CurrentTaxYearAmt |
| Total | $406,166 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,603 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $800 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,004 | CurrentTaxYearAmt |
| Total | $406,166 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,734 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,091 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,446 | CurrentTaxYearAmt |
| Total | $6,071 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,295,927 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $833,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,018,980 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,274,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,315,534 | CurrentTaxYearAmt |
| Total | $5,738,878 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77040 | PublicSupportCY509Pct |
| Public Support PY509 | 0.73930 | PublicSupportPY509Pct |
| Investment Income CY | 0.07080 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05580 | 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 | $32,405 | DepreciationAmt |
| Book Value | $57,595 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $471,754 | OtherCostOrOtherBasisAmt |
| Depreciation | $411,430 | DepreciationAmt |
| Book Value | $60,324 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $117,919 | TotalBookValueLandBuildingsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6560 FANNIN ST STE 1016 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77030 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,600 | |
| ADVANCED TECHNOLOGY IN ORTHOPEDICS LP | ||
| N | ||
| ADVANCED TECHNOLOGY IN ORTHOPEDICS LP | ||
| O | ||
| ADVANCED TECHNOLOGY IN ORTHOPEDICS LP | ||
| L | CASH BASIS | |
| SOUTHWEST ORTHOPEDIC GROUP LLP | ||
| M | $42,000 | CASH BASIS |
| SOUTHWEST ORTHOPEDIC GROUP LLP | ||
| P | $52,135 | CASH BASIS |
| FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC | ||
| P | CASH BASIS | |
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