INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION (EIN 76-0497352)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-08
IRS object ID
201323129349302057
Schema version
2012v2.1
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)
Timestamp2013-11-08T15:50:56-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN720398470EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HEARD MCELROY & VESTAL LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1333 TEXAS STREET SUITE 1525AddressLine1
CitySHREVEPORTCity
StateLAState
ZIP Code71101ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN760497352EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlINSTNameControl
Phone7136104270Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line16550 FANNIN STREET SUITE 2512AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77030ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJIM BOCELL MDName
TitlePRESIDENTTitle
Phone7136104270Phone
Date Signed2013-11-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROY E PRESTWOODName
PTINP00419967PTIN
Phone3184291525Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJIM BOCELL MDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line16550 FANNIN STREET SUITE 2512AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77030ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1274848GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.IORE.NETWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1995YearFormation
State Legal DomicileTXStateLegalDomicile
Activity Or Mission DescriptionIORE'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.ActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees25TotalNbrEmployees
Total Nbr Volunteers15TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year600000ContributionsGrantsPriorYear
Contributions Grants Current Year850000ContributionsGrantsCurrentYear
Program Service Revenue Prior Year307577ProgramServiceRevenuePriorYear
Program Service Revenue CY422957ProgramServiceRevenueCY
Investment Income Prior Year12020InvestmentIncomePriorYear
Investment Income Current Year800InvestmentIncomeCurrentYear
Other Revenue Prior Year99383OtherRevenuePriorYear
Other Revenue Current Year1091OtherRevenueCurrentYear
Total Revenue Prior Year1018980TotalRevenuePriorYear
Total Revenue Current Year1274848TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year735210SalariesEtcPriorYear
Salaries Etc Current Year879994SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year394886OtherExpensePriorYear
Other Expenses Current Year459845OtherExpensesCurrentYear
Total Expenses Prior Year1130096TotalExpensesPriorYear
Total Expenses Current Year1339839TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-111116RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-64991RevenuesLessExpensesCY
Total Assets BOY323970TotalAssetsBOY
Total Assets EOY275138TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY16159TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY323970NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY258979NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionIORE'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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense133959Expense
Revenue97418Revenue
DescriptionBAYLOR COLLEGE OF MEDICINE: POST-GRADUATE RESEARCH PROJECTS IN SPORTS MEDICINE.DURING THE 2012, 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 INVESTIGATE THE MOTION OF REPAIRED TEARS WITHIN THE KNEE MENISCUS UNDER SIMULATED WEIGHT-BEARING CONDITIONS IN CADAVERS. AN EXPERIMENTAL METHOD WAS DEVELOPED IN WHICH MINIATURE SPHERICAL METAL BEADS WERE IMPLANTED IN THE MENISCUS AND TRACKED USING BIPLANAR RADIOSTEREOMETRY. THIS ALLOWED MOTION WITHIN THE SUBSTANCE OF THE MENISCAL TISSUE TO BE MEASURED IN THE INTACT CONDITION, AND AFTER REPAIR OF AN EXPERIMENTALLY-GENERATED TEAR. WE STUDIED THE EFFECT OF ALTERNATIVE METHODS OF PLACEMENT OF LIGAMENT GRAFTS WITHIN THE KNEE FOR REPLACEMENT OF THE INJURED ANTERIOR CRUCIATE LIGAMENT. THE EFFECTS OF THE PRECISE LOCATION OF THE POINTS OF GRAFT ATTACHMENT TO THE FEMUR AND TIBIA WERE SYSTEMATICALLY STUDIED IN TERMS OF THE STABILITY OF THE KNEE DURING ROTATORY ACTIVITIES AND THE MOTION OF THE BONES AND LOADING OF THE MENISCI.WE SIMULATED THE MOTION OF THE HIP JOINT USING COMPUTER RECONSTRUCTIONS OF THE FEMUR AND THE PELVIS AND THEN INVESTIGATED FACTORS CAUSING REDUCTION OF THE INNATE MOTION OF THE HIP IN INTERNAL ROTATION AND FLEXION. THE EFFECT OF RESCULPTING THE HEAD-NECK JUNCTION OF THE FEMUR WAS ASSESSED IN TERMS OF THE IMPROVEMENT IN JOINT MOTION RESULTING FROM REMOVAL OF UP TO 2, 4, AND 6MM OF BONE FROM THE ANTERIOR HEAD-NECK JUNCTION. WE DEVELOPED A CADAVERIC MODEL OF THE SHOULDER FOR PERFORMING ROTATOR CUFF REPAIRS AND THEN EXAMINED THE EFFECT OF AUGMENTING THE REPAIR WITH THE BICEPS TENDON. THE EFFECT OF AUGMENTATION WAS ASSESSED BY MEASURING THE STRENGTH OF EXPERIMENTAL REPAIRS AND THE CONTACT AREA BETWEEN HARD AND SOFT TISSUES IN 7 PAIRS OF CADAVERIC SHOULDERS. SPECIMENS WERE LOADED TO FAILURE USING AN INCREMENTAL LOADING PROTOCOL WHICH ALLOWED US TO MEASURE THE LOADS NEEDED TO GENERATE GAPS OF 3MM, 4MM, AND 5MM BETWEEN THE REATTACHED TENDON AND THE UNDERLYING BONE.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense92034Expense
DescriptionFUNDAMENTAL INVESTIGATIONS OF THE LUBRICATION MECHANISMS OF THE HUMAN HIP JOINTIORE EMBARKED UPON A RESEARCH PROGRAM INVESTIGATING A POSTULATED MECHANISM FOR THE DEVELOPMENT OF OSTEOARTHRITIS OF THE HIP. RECENT CLINICAL AND EXPERIMENTAL STUDIES IN SWITZERLAND AND OTHER CENTERS HAVE SUGGESTED THAT CRIPPLING HIP ARTHRITIS IS THE END RESULT OF A SERIES OF EVENTS STARTING WITH ABNORMALITIES IN THE MORPHOLOGY OF THE FEMUR AND THE PELVIS, LEADING TO DAMAGE TO CRITICAL SOFT TISSUES LINING THE JOINT, AND EVENTUALLY LEADING TO CHANGES WITHIN THE LUBRICATION OF THE CARTILAGE OF THE JOINT, AND ULTIMATELY, OSTEOARTHRITIS. PART OF THIS PATHWAY INVOLVES THE CONNECTION BETWEEN THE STRUCTURE OF THE HIP JOINT AND THE FLUID TRANSPORT IN AND OUT OF THE JOINT WHICH IS ESSENTIAL TO KEEP CARTILAGE HEALTHY. HOWEVER, LITTLE IS KNOWN ABOUT HOW THIS OCCURS AND HOW INJURY TO THE JOINT MAY LEAD TO DETRIMENTAL CHANGES. TO INVESTIGATE THESE QUESTIONS , A TEAM OF IORE RESEARCH STAFF, INCLUDING A POST-DOCTORAL FELLOW, DEVELOPED A CADAVERIC MODEL OF THE HUMAN HIP JOINT WITH THE SEALING STRUCTURES OF THE HEALTHY JOINT FULLY PERSEVERED. EXPERIMENTAL METHODS WERE DEVELOPED TO MEASURE THE FLUID PRESSURES DEVELOPED WITHIN THE INNER AND OUTER COMPARTMENTS OF THE HIP DURING A BATTERY OF SPORTING ACTIVITIES, INCLUDING SEQUENTIAL STAGES OF GAIT, STOOPING, AND PIVOTING. DURING TESTING, THE 3D MOTION OF THE FEMORAL HEAD IN THE ACETABULUM WAS MEASURED WITH MOTION ANALYSIS COMBINED WITH COMPUTER VISUALIZATION. THIS WORK DEMONSTRATED THAT THE SEALING FUNCTION OF THE TISSUES OF THE HIP VARIES WITH HIP DISEASE AND JOINT POSITION AND IS NOT PRESENT IN SOME POSTURES COMMONLY ASSOCIATED WITH EARLY DEGENERATION OF THE JOINT. THIS WORK IS ONGOING.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense164845Expense
Revenue99637Revenue
DescriptionMETHODIST-CORNELL POST-GRADUATE RESEARCH PROJECTS IN JOINT REPLACEMENT.ORTHOPEDIC SURGEONS AFFILIATED WITH IORE HAVE A FUNDAMENTAL INTEREST IN THE OUTCOME OF SURGICAL PROCEDURES AND WAYS TO IMPROVE THE ACCURACY AND RELIABILITY OF THESE PROCEDURES. TOTAL KNEE REPLACEMENT IS A CASE IN POINT. ALTHOUGH THIS OPERATION IS ONE OF THE MOST COMMONLY PERFORMED IN ORTHOPEDICS, AND ONE OF THE MOST SUCCESSFUL FOR ELIMINATING CRIPPLING JOINT PAIN, FULL FUNCTION OF THE KNEE IS GENERALLY NOT COMPLETELY RESTORED, AND A SIGNIFICANT PROPORTION OF PATIENTS HAVE SOME MILD RESIDUAL SYMPTOMS, INCLUDING PAIN, SWELLING AND STIFFNESS. ALTHOUGH MANY FACTORS CONTRIBUTE, A FREQUENT CAUSE IS MALPOSITIONING OF THE TIBIAL AND/OR FEMORAL COMPONENTS COMPARED TO THE SURFACES OF THE ORIGINAL JOINT PRIOR TO THE ONSET OF DEGENERATIVE DISEASE. ANOTHER FACTOR IS THE DESIGN OF THE ACTUAL IMPLANT ITSELF IN COMPARISON WITH THE SHAPE OF THE BONES OF THE KNEE AND THE PROPERTIES OF THE SOFT TISSUES IN PROVIDING STABILITY DURING KNEE MOTION. IN EXPLORING TOPICS RELATED TO THIS THEME, WE PERFORMED THE FOLLOWING STUDIES AS PART OF THE TRAINING OF POST-GRADUATE FELLOWS WORKING IN JOINT REPLACEMENT AT HOUSTON METHODIST HOSPITAL IN THE TEXAS MEDICAL CENTER:AN INVESTIGATION OF THE CONSEQUENCES OF DIFFERENT STRATEGIES FOR PLACEMENT OF THE TIBIAL COMPONENT ON THE PREPARED SURFACE OF THE PROXIMAL TIBIAL DURING TOTAL KNEE REPLACEMENT PROCEDURES.THE ACCURACY AND REPRODUCIBILITY OF ALTERNATIVE ANATOMIC LANDMARKS FOR GUIDING THE POSITIONING OF THE TIBIAL COMPONENT IN TOTAL KNEE REPLACEMENT.THE EFFECT OF IMPLANT DESIGN ON THE STABILITY OF THE KNEE DURING A HIGH DEMAND ACTIVITY, SPECIFICALLY DESCENDING STAIRS.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense492720Expense
Revenue225902Revenue
DescriptionOTHER ORTHOPEDIC RESEARCH PROJECTS.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp492720TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev225902TotalOfOtherProgramServiceRev
Total Program Service Expense883558TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10968NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees25NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1KIM MCCONNBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7136104270TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line16550 FANNIN STREET SUITE 2512AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77030ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (5 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
WILLIAM J BRYAN MD
DIRECTOR0.50X000
BRADLEY WEINER MD
VICE PRESIDENT1.00X000X
JAMES R BOCELL MD
PRESIDENT1.00X000X
KENNETH B MATHIS MD
DIRECTOR1.00X000
STEPHEN INCAVO MD
DIRECTOR0.50X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions850000AllOtherContributions
Total Contributions850000TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionRESEARCH SERVICESDescription
Business Code541700BusinessCode
Total Revenue Column422957TotalRevenueColumn
Related Or Exempt Function Income422957RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue422957TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column800TotalRevenueColumn
Exclusion$800ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column651TotalRevenueColumn
Exclusion$651ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column440TotalRevenueColumn
Exclusion$440ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue440TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1274848TotalRevenueColumn
Related Or Exempt Function Income422957RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$1,891ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total712400Total
Program Services525360ProgramServices
Management And General187040ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total37390Total
Program Services27573ProgramServices
Management And General9817ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total77262Total
Program Services56977ProgramServices
Management And General20285ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total52942Total
Program Services39042ProgramServices
Management And General13900ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total41200Total
Management And General41200ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total2389Total
Program Services2389ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total2670Total
Management And General2670ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total5107Total
Program Services2106ProgramServices
Management And General3001ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total118Total
Management And General118ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total59754Total
Program Services48374ProgramServices
Management And General11380ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total30565Total
Program Services20078ProgramServices
Management And General10487ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total19847Total
Management And General19847ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total77595Total
Management And General77595ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
SUPPLIES14689212794818944
SERVICES284131788710526
MEALS & ENTERTAINMENT1657015816412
REPAIRS107901075040

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total17935Total
Program Services4916ProgramServices
Management And General13019ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1339839Total
Program Services883558ProgramServices
Management And General456281ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY119913BOY
EOY116624EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY26561BOY
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY51750BOY
EOY41800EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis532227LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec415513LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY125746BOY
EOY116714EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY323970BOY
EOY275138EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY0BOY
EOY16159EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY16159EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY323970BOY
EOY258979EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY323970BOY
EOY258979EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY323970BOY
EOY275138EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-64991ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years615000CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years150000CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year600000CurrentTaxYearMinus1Year
Current Tax Year850000CurrentTaxYear
Total2215000Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years546187CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1190936CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years595087CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year307577CurrentTaxYearMinus1Year
Current Tax Year422957CurrentTaxYear
Total3062744Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1161187CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1190936CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years745087CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year907577CurrentTaxYearMinus1Year
Current Tax Year1272957CurrentTaxYear
Total5277744Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years236529CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years556910CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years196904CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year151626CurrentTaxYearMinus1Year
Total1141969Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years236529CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years556910CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years196904CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year151626CurrentTaxYearMinus1Year
Total1141969Total
FieldValueIRS element (for citing)
Public Support Total5094135775PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years9538CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years104991CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years86768CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year109603CurrentTaxYearMinus1Year
Current Tax Year1451CurrentTaxYear
Total312351Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years9538CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years104991CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years86768CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year109603CurrentTaxYearMinus1Year
Current Tax Year1451CurrentTaxYear
Total312351Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years1734CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1800CurrentTaxYearMinus1Year
Current Tax Year440CurrentTaxYear
Total3974Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1170725CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1295927CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years833589CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1018980CurrentTaxYearMinus1Year
Current Tax Year1274848CurrentTaxYear
Total5594069Total
FieldValueIRS element (for citing)
Public Support Percentage5090.73930PublicSupportPercentage509
Prior Year Support Percentage0.65040PriorYearSupportPercentage
Investment Income Percentage0.05580InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.06500PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis90000OtherCostOrOtherBasis
Depreciation30097Depreciation
Book Value59903BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis442227OtherCostOrOtherBasis
Depreciation385416Depreciation
Book Value56811BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings116714TotalOfBookValueLandBuildings

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

Return ReferenceReturnReferenceExplanationExplanation
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

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line16560 FANNIN ST STE 1016AddressLine1
CityHOUSTONCity
StateTXState
ZIP Code77030ZIPCode
FieldValueIRS element (for citing)
EIN203639243EIN
Primary ActivitiesORTHOPEDIC RESEARCHPrimaryActivities
Legal Domicile StateTXLegalDomicileState
Exempt Code Section501C3ExemptCodeSection
Public Charity Status9PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org0ControlledOrg

Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateDirect Controlling Entity NADirectControllingEntityNAPredominant Income TypePredominantIncomeTypeDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
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 Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
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
L359CASH BASIS
SOUTHWEST ORTHOPEDIC GROUP LLP
M41200CASH BASIS
SOUTHWEST ORTHOPEDIC GROUP LLP
P490CASH BASIS
FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC
P1600CASH BASIS

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