Civic Intelligence

Burkhart Research Institute For

EIN 11-3734980 • 501(c)3 • San Antonio, TX

Profile

Burkhart Research Institute for Orthopaedics is committed to excellence in research, training, and education in the field of orthopaedics.

PO Box 461625San Antonio, TX 78246

www.brioresearch.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

87th percentile

56%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$213,732

Up $76,372 (+56%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$213,732

Up $76,372 (+56%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin88th percentile

Revenue

Up

$173,671

Up $30,436 (+21%) from 2023

Expenses

Down

$97,299

Down $197,187 (-67%) from 2023

Net Income

Up

$76,372

Up $227,623 (+150%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2018: $130,793Liabilities 2018: $0Net Assets 2018: $130,7932018Assets 2019: $120,401Liabilities 2019: $0Net Assets 2019: $120,4012019Assets 2020: $170,611Liabilities 2020: $0Net Assets 2020: $170,6112020Assets 2021: $328,700Liabilities 2021: $0Net Assets 2021: $328,7002021Assets 2022: $288,611Liabilities 2022: $0Net Assets 2022: $288,6112022Assets 2023: $137,360Liabilities 2023: $0Net Assets 2023: $137,3602023Assets 2024: $213,732Net Assets 2024: $213,7322024

Highlighted filing

2024

Assets$213,732
Liabilities-
Net Assets$213,732
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2018: $84,294Expenses 2018: $24,061Net Income 2018: $60,2332018Revenue 2019: $84,545Expenses 2019: $94,937Net Income 2019: -$10,3922019Revenue 2020: $105,865Expenses 2020: $55,655Net Income 2020: $50,2102020Revenue 2021: $188,063Expenses 2021: $29,974Net Income 2021: $158,0892021Revenue 2022: $158,330Expenses 2022: $198,419Net Income 2022: -$40,0892022Revenue 2023: $143,235Expenses 2023: $294,486Net Income 2023: -$151,2512023Revenue 2024: $173,671Expenses 2024: $97,299Net Income 2024: $76,3722024

Highlighted filing

2024

Revenue$173,671
Expenses$97,299
Net Income$76,372
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,732
Liabilities
-
Net assets
$213,732
Revenue
$173,671
Expenses
$97,299
Net income
$76,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.14$2.14$1.74$0.97$0.76
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$1.43$2.94$1.51
2022Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$1.58$1.98$0.40
2021Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$1.88$0.30$1.58
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.06$0.56$0.50
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.85$0.95$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.84$0.24$0.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 30, 2025
Return Version
2024v5.2
Gross Receipts
$173,671
Mission and Program Overview

Mission

Burkhart Research Institute for Orthopaedics is committed to excellence in research, training, and education in the field of orthopaedics.

Program Services

DescriptionGrantsExpenses
BURKHART RESEARCH INSTITUTE FOR ORTHOPAEDICS SERVES AS AN ACADEMIC RESEARCH CENTER AS WELL AS A CLINICAL RESEARCH SITE CONDUCTING INDUSTRY RESEARCH.BURKHART RESEARCH INSTITUTE FOR ORTHOPAEDICS received in kind contributions for volunteer services, professional services, and occupancy totaling $144,789.-$85,845
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Andrew Sheean MDBoard Member-$0--
Robert Hartzler MDBoard Member-$0--
Stephen Burkhart MDChairman-$0--
Clayton Nuelle MDMedical Directo-$0--
Jeanne RussellBoard Member-$0--
Kai-Nan An PhDBoard Member-$0--
Devashnee RodrigueCFO-$0--
Louis LopezBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Burkhart Research Institute for
EIN
11-3734980
Phone
2108045402
Address
PO BOX 461625, San Antonio, TX 78246

Signing Officer

Name
Devashnee Rodrigue
Title
CFO
Signed
2025-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
Darenda Klentzman CPA
Phone
8019724800
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $76”

Other Expenses.1002

“Office Expenses $6000”

Other Expenses.1005

“Travel $697”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1100”

Other Expenses.1012

“Insurance $16218”

Other Expenses.2

“Bank/credit card fees $1604”

Other Expenses.3

“COMMUNICATIONS $938”

Other Expenses.4

“SOFTWARE $370”

Raw XML Appendix153 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt027003
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt02479
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BURKHART RESEARCH INSTITUTE FOR ORTHOPAEDICS SERVES AS AN ACADEMIC RESEARCH CENTER AS WELL AS A CLINICAL RESEARCH SITE CONDUCTING INDUSTRY RESEARCH.BURKHART RESEARCH INSTITUTE FOR ORTHOPAEDICS received in kind contributions for volunteer services, professional services, and occupancy totaling $144,789.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt085845
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.