INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION (EIN 76-0497352)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-10
- IRS object ID
- 201202549349300415
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-09-10T10:31:31-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720398470 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARD MCELROY & VESTAL LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760497352 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INST | NameControl |
| Phone | 7136104270 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIM BOCELL MD | Name |
| Title | PRESIDENT | Title |
| Phone | 7136104270 | Phone |
| Date Signed | 2012-08-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROY E PRESTWOOD | Name |
| PTIN | P00419967 | PTIN |
| Phone | 3184291525 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JIM BOCELL MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 1018980 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.IORE.NET | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 23 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 150000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 600000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 730928 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 307577 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3264 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12020 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 85238 | OtherRevenuePriorYear |
| Other Revenue Current Year | 99383 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 969430 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1018980 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 703795 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 735210 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 493368 | OtherExpensePriorYear |
| Other Expenses Current Year | 394886 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1197163 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1130096 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -227733 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -111116 | RevenuesLessExpensesCY |
| Total Assets BOY | 435086 | TotalAssetsBOY |
| Total Assets EOY | 323970 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 435086 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 323970 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 30913 | Expense |
| Description | DEVELOPMENT OF COMPUTERIZED BIOSKILLS SYSTEM FOR SURGICAL TRAINING.IORE HAS PARTICIPATED IN THE DEVELOPMENT OF A COMPUTERIZED SYSTEM TO ASSESS THE ACCURACY OF IMPLANT SURGERY PERFORMED IN TRAINING WORKSHOPS BY SURGEONS AND TRAINEES. THIS SYSTEM CONSISTS OF HARDWARE, PRIMARILY MOTION-TRACKING CAMERAS, WHICH CONTINUOUSLY TRACK THE POSITION OF 3D MARKERS THAT ARE ATTACHED TO BONES AND BONE MODELS AND THE INSTRUMENTS AND IMPLANTS USED BY THE SURGEON. SOFTWARE THAT WAS DEVELOPED PREVIOUSLY WITH FUNDING FROM THE DEPARTMENT OF DEFENSE RECORDS THE POSITION OF EACH MARKER WITHIN THE OPERATING ROOM, CALCULATED THE LOCATION AND ALIGNMENT OF EACH BONE AND IMPLANT, AND GENERATES A REPORT IDENTIFYING DEVIATIONS OF THE SURGEON'S PRACTICE FROM AN INITIAL PRE-OPERATIVE PLAN. DURING 2011, IORE MODIFIED THE BIOSKILLS SYSTEM TO ENABLE EASE OF TRANSPORTATION AND DEPLOYMENT TO VENUES OUTSIDE IORE FACILITIES. AS PROOF OF CONCEPT, THE IORE STAFF DEMONSTRATED THE SYSTEM AT A SURGICAL CONFERENCE IN HOUSTON HOSTED BY DR KENNETH MATHIS AND THE METHODIST HOSPITAL. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 100078 | Expense |
| Revenue | 93892 | Revenue |
| Description | METHODIST HOSPITAL POST-GRADUATE TRAINING PROJECTS.DURING THE 2011, IORE SUPPORTED ACADEMIC RESEARCH PROJECTS COMPLETED BY METHODIST FELLOWS IN JOINT REPLACEMENT AND SPORTS MEDICINE. THESE PROJECTS RANGED FROM CADAVERIC STUDIES SIMULATING MUSCULO-SKELETAL FUNCTION TO QUESTIONNAIRE/OUTCOME STUDIES QUANTIFYING THE RESULTS OF SURGICAL PROCEDURES. TYPICAL RESEARCH STUDIES INCLUDED: 1. THE EFFECT OF IMPLANT MALROTATION DURING TOTAL KNEE ARTHROPLASTY ON RETINACULAR STRAINS AND JOINT BALANCING. USING ADVANCED TECHNOLOGY DEVELOPED AT IORE, WE ARE ABLE TO MEASURE THE STRAIN DEVELOPED OVER THE SURFACE OF SOFT TISSUES DURING ACTIVITIES SIMULATED IN CADAVERS. THESE TECHNIQUES HAVE BEEN APPLIED TO SYSTEMATICALLY STUDY WHETHER THE DISCOMFORT REPORTED BY PATIENTS WITH MALROTATION OF THEIR TOTAL KNEE PROSTHESES CAN BE EXPLAINED BY ABNORMAL ELEVATION OF TENSILE STRAINS WITHIN RETINACULAR TISSUES DURING NORMAL KNEE FUNCTION. THE EFFECT OF MALROTATION ON THE OPENING OF THE MEDIAL AND LATERAL JOINT SPACE HAS ALSO BEEN INVESTIGATED DURING THE SAME EXPERIMENTS. CONFERENCE ABSTRACTS AND A SCIENTIFIC ARTICLE ARE CURRENTLY IN PREPARATION. 2. WE SUPPORTED AN INVESTIGATION OF FACTORS INVOLVED IN THE POSITIONING OF TIBIAL TRAYS ON THE PROXIMAL SURFACE OF THE TIBIA DURING TOTAL KNEE REPLACEMENT (TKA). ONE OF THE MOST COMMON SOURCES OF RECURRENT PAIN AND SWELLING OF THE KNEE AFTER TKA IS MAL-ORIENTATION OF THE PROSTHETIC COMPONENTS ON THE TIBIA AND FEMUR. IN THE CASE OF THE TIBIAL TRAY THIS TYPICALLY ARISES BECAUSE THE SURGEON ATTEMPTS TO MATCH THE SHAPE OF THE IMPLANT AND THE BONY SURFACE IN ORDER TO PREVENT SUBSIDENCE OF THE PROSTHESIS WITH TIME. IN THIS EXPERIMENT, A PANEL OF SURGEONS HAS REACHED A CONSENSUS CONCERNING THE IDEAL POSITIONING OF DIFFERENT IMPLANT DESIGNS ON A RANGE OF BONY SPECIMENS. THE CONSEQUENCES IN TERMS OF BONY COVERAGE, AND DEVIATION FROM THE NORMAL DIRECTION OF MOTION OF THE KNEE WERE THEN CALCULATED AND EVALUATED AS A FUNCTION OF IMPLANT DESIGN. THE RESULTS OF THIS STUDY WILL BE COMMUNICATED TO JOINT REPLACEMENT SURGEONS THROUGH CONFERENCE PRESENTATIONS AND PUBLICATIONS IN SCIENTIFIC JOURNALS. 3. 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. THE RESULTS OF THIS STUDY WILL BE COMMUNICATED TO JOINT REPLACEMENT SURGEONS THROUGH CONFERENCE PRESENTATIONS AND PUBLICATIONS IN SCIENTIFIC JOURNALS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 64553 | Expense |
| Revenue | 46608 | Revenue |
| Description | ALTERNATIVE METHODS OF STABILIZING SACRAL FRACTURES.THIS STUDY WAS PERFORMED IN COLLABORATION WITH THE FACULTY AND SURGICAL TRAINEES OF THE DEPARTMENT OF ORTHOPEDIC SURGERY AT THE UNIVERSITY OF TEXAS HEALTH SCIENCES CENTER IN HOUSTON. USING A CADAVER MODEL, WE COMPARED THE EFFECTIVENESS OF 4 ALTERNATIVE METHODS OF INTERNAL FIXATION FOR STABILIZING VERTICAL FRACTURES OF THE SACRUM, AS SEEN IN SEVERE PELVIC TRAUMA. THESE STUDIES WERE PERFORMED THROUGH EXPERIMENTAL SIMULATION OF THE INJURY AND THE DISRUPTIVE FORCES IMPOSED BY PARTIAL WEIGHT-BEARING DURING THE PERIOD OF POST-OPERATIVE RECOVERY. MEASUREMENTS OF DYNAMIC SEPARATION OF THE BONY FRAGMENTS DURING THESE SIMULATIONS ALLOWED QUANTITATIVE COMPARISON OF THE FIXATION METHODS. THE RESULTS OF THIS STUDY WILL BE COMMUNICATED TO JOINT REPLACEMENT SURGEONS THROUGH CONFERENCE PRESENTATIONS AND PUBLICATIONS IN SCIENTIFIC JOURNALS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 659259 | Expense |
| Revenue | 167077 | Revenue |
| Description | OTHER ORTHOPEDIC RESEARCH PROJECTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 659259 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 167077 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 854803 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 23 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM MCCONN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7136104270 | TelephoneNumber |
Address US AddressUS
| 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 | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| WILLIAM J BRYAN MD | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| BRADLEY WEINER MD | ||||||
| VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| JAMES R BOCELL MD | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| KENNETH B MATHIS MD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEPHEN INCAVO MD | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 600000 | AllOtherContributions |
| Total Contributions | 600000 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESEARCH SERVICES | Description |
| Business Code | 541700 | BusinessCode |
| Total Revenue Column | 307577 | TotalRevenueColumn |
| Related Or Exempt Function Income | 307577 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 307577 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12020 | TotalRevenueColumn |
| Exclusion | $12,020 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 97583 | TotalRevenueColumn |
| Exclusion | $97,583 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1800 | TotalRevenueColumn |
| Exclusion | $1,800 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1800 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1018980 | TotalRevenueColumn |
| Related Or Exempt Function Income | 307577 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $111,403 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 580538 | Total |
| Program Services | 512423 | ProgramServices |
| Management And General | 68115 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23566 | Total |
| Program Services | 20801 | ProgramServices |
| Management And General | 2765 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84118 | Total |
| Program Services | 74253 | ProgramServices |
| Management And General | 9865 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46988 | Total |
| Program Services | 41475 | ProgramServices |
| Management And General | 5513 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38500 | Total |
| Management And General | 38500 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45 | Total |
| Program Services | 45 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11560 | Total |
| Management And General | 11560 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42157 | Total |
| Program Services | 38447 | ProgramServices |
| Management And General | 3710 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3315 | Total |
| Management And General | 3315 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58146 | Total |
| Program Services | 47389 | ProgramServices |
| Management And General | 10757 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15492 | Total |
| Program Services | 50 | ProgramServices |
| Management And General | 15442 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6564 | Total |
| Program Services | 4970 | ProgramServices |
| Management And General | 1594 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406 | Total |
| Management And General | 406 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14502 | Total |
| Management And General | 14502 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50682 | Total |
| Management And General | 50682 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 113726 | 95883 | 17843 |
| REPAIRS | 10599 | 10439 | 160 |
| MEALS & ENTERTAINMENT | 10558 | 10558 | |
| PRINTING/DUPLICATING | 5496 | 1920 | 3576 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13138 | Total |
| Program Services | 6708 | ProgramServices |
| Management And General | 6430 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1130096 | Total |
| Program Services | 854803 | ProgramServices |
| Management And General | 275293 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148488 | BOY |
| EOY | 119913 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26558 | BOY |
| EOY | 26561 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135840 | BOY |
| EOY | 51750 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 521412 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 395666 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121270 | BOY |
| EOY | 125746 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2930 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 435086 | BOY |
| EOY | 323970 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 435086 | BOY |
| EOY | 323970 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 435086 | BOY |
| EOY | 323970 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 435086 | BOY |
| EOY | 323970 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -111116 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 343580 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 615000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 150000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 600000 | CurrentTaxYear |
| Total | 1708580 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 463751 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 546187 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1190936 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 595087 | CurrentTaxYearMinus1Year |
| Current Tax Year | 307577 | CurrentTaxYear |
| Total | 3103538 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 807331 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1161187 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1190936 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 745087 | CurrentTaxYearMinus1Year |
| Current Tax Year | 907577 | CurrentTaxYear |
| Total | 4812118 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 320042 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 236529 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 556910 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 196904 | CurrentTaxYearMinus1Year |
| Current Tax Year | 151626 | CurrentTaxYear |
| Total | 1462011 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 320042 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 236529 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 556910 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 196904 | CurrentTaxYearMinus1Year |
| Current Tax Year | 151626 | CurrentTaxYear |
| Total | 1462011 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 3350107 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23933 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9538 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 104991 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 86768 | CurrentTaxYearMinus1Year |
| Current Tax Year | 109603 | CurrentTaxYear |
| Total | 334833 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23933 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9538 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 104991 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 86768 | CurrentTaxYearMinus1Year |
| Current Tax Year | 109603 | CurrentTaxYear |
| Total | 334833 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 1734 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1800 | CurrentTaxYear |
| Total | 3534 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 831264 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1170725 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1295927 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 833589 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1018980 | CurrentTaxYear |
| Total | 5150485 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.65040 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.59820 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.06500 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04570 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 90000 | OtherCostOrOtherBasis |
| Depreciation | 27789 | Depreciation |
| Book Value | 62211 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 431412 | OtherCostOrOtherBasis |
| Depreciation | 367877 | Depreciation |
| Book Value | 63535 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 125746 | TotalOfBookValueLandBuildings |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501C3 | ExemptCodeSection |
| Public Charity Status | 9 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC | ||
| M | ||
| FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC | ||
| N | ||
| ADVANCED TECHNOLOGY IN ORTHOPEDICS LP | ||
| M | ||
| ADVANCED TECHNOLOGY IN ORTHOPEDICS LP | ||
| N | ||
| ADVANCED TECHNOLOGY IN ORTHOPEDICS LP | ||
| K | 97991 | CASH BASIS |
| SOUTHWEST ORTHOPEDIC GROUP LLP | ||
| L | 38500 | CASH BASIS |
| SOUTHWEST ORTHOPEDIC GROUP LLP | ||
| O | 872 | CASH BASIS |
| FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC | ||
| O | 1150 | CASH BASIS |
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