Civic Intelligence

Foundation for Orthopedic Research And

EIN 20-0574111 • Phoenix, AZ

2222 E Highland Ave 300Phoenix, AZ 85016
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2021

Net Margin

5th percentile

-546%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2021

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.

<$500k nonprofits • Source year 2021

Asset Growth

15th percentile

-83%

Faster asset growth than 15% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-65%

Faster revenue growth than 14% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$81,577

Down $401,295 (-83%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$81,577

Down $401,295 (-83%) from 2020

Revenue

Down

$73,544

Down $136,595 (-65%) from 2020

Expenses

Up

$474,839

Up $341,038 (+255%) from 2020

Net Income

Down

-$401,295

Down $477,633 (-626%) from 2020

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $41,841Liabilities 2012: $0Net Assets 2012: $41,8412012Assets 2013: $118,124Liabilities 2013: $0Net Assets 2013: $118,1242013Assets 2014: $147,730Liabilities 2014: $0Net Assets 2014: $147,7302014Assets 2015: $229,306Liabilities 2015: $0Net Assets 2015: $229,3062015Assets 2016: $219,230Liabilities 2016: $0Net Assets 2016: $219,2302016Assets 2017: $231,036Liabilities 2017: $0Net Assets 2017: $231,0362017Assets 2018: $330,137Liabilities 2018: $9,065Net Assets 2018: $321,0722018Assets 2019: $409,468Liabilities 2019: $2,934Net Assets 2019: $406,5342019Assets 2020: $482,872Liabilities 2020: $0Net Assets 2020: $482,8722020Assets 2021: $81,577Liabilities 2021: $0Net Assets 2021: $81,5772021

Highlighted filing

2021

Assets$81,577
Liabilities$0
Net Assets$81,577

Operations Trend

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

$500K$0-$500KExpenses 2012: $17,9572012Expenses 2013: $17,3092013Revenue 2014: $100,244Expenses 2014: $70,638Net Income 2014: $29,6062014Revenue 2015: $199,465Expenses 2015: $117,889Net Income 2015: $81,5762015Revenue 2016: $105,675Expenses 2016: $115,751Net Income 2016: -$10,0762016Revenue 2017: $178,594Expenses 2017: $166,788Net Income 2017: $11,8062017Revenue 2018: $263,936Expenses 2018: $173,900Net Income 2018: $90,0362018Revenue 2019: $145,831Expenses 2019: $60,369Net Income 2019: $85,4622019Revenue 2020: $210,139Expenses 2020: $133,801Net Income 2020: $76,3382020Revenue 2021: $73,544Expenses 2021: $474,839Net Income 2021: -$401,2952021

Highlighted filing

2021

Revenue$73,544
Expenses$474,839
Net Income-$401,295

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 19, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVE SEILERDirector-$0--
KEITH KOCHERDirector-$0--
TODD ELLENBECKERDirector-$0--
STEVE ERIKSONDirector-$0--
SAMUEL HARMSENPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Foundation for Orthopedic Research and
EIN
20-0574111
Phone
6022776211
Address
2222 E HIGHLAND AVE 300, PHOENIX, AZ 85016

Signing Officer

Name
Samuel Harmsen Md
Title
President
Phone
6022776211
Signed
2021-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
10960 WILSHIRE BLVD SUITE 1100, LOS ANGELES, CA 90024
Preparer
Lauren a Haverlock
Phone
3104770450
Raw XML Appendix347 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0FOR TAXABLE YEARS 2018 AND AFTER, ARIZONA DEPARTMENT OF REVENUE CHANGED ITS REPORTING REQUIREMENTS. TAX EXEMPT ORGANIZATIONS WILL NO LONGER NEED TO FILE EITHER THE ARIZONA FORM 99 OR COPIES OF THEIR FEDERAL FORM 990-PF.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0DISSOLUTION DISCLOSURE
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0REPORT OF SUBSTANTIAL CONTRACTION OF ASSETS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE FOUNDING ORGANIZATION FOR THE FOUNDATION FOR ORTHOPEDIC RESEARCH (FORE), TOCA, WILL MERGE INTO THE BANNER HEALTH SYSTEM. AS SUCH, FORE PLANS TO DISBURSE ALL CHARITABLE ASSETS DESIGNATED TO SUPPORT THE RESEARCH OF THE PHYSICIANS AND CLINICIANS NOW EMPLOYED BY BANNER HEALTH TO BANNER HEALTH FOUNDATION, A QUALIFYING PUBLIC CHARITY UNDER IRC 501(C)(3). BANNER HEALTH FOUNDATION IS THE FUNDRAISING ARM OF BANNER HEALTH. BANNER HEALTH FOUNDATION WILL BE RECEIVING ALL OF THE CHARITABLE ASSETS OF TOCA IN RESTRICTED FUNDS, AND BANNER HEALTH FOUNDATION WILL CARRY ON THE CHARITABLE PURPOSE OF TOCA. THE FUNDS WILL BE USED FOR MEDICAL RESEARCH CONDUCTED ON PATIENTS WITH KNEE PAIN SYMPTOMS BY RTI AND HOPE RESEARCH. THE ASSETS WILL BE DISTRIBUTED AS FOLLOWS TO BANNER HEALTH FOUNDATION (2901 N. CENTRAL AVE, SUITE 160, PHOENIX, AZ 85012): JUNE 30, 2021 - $464,000JUNE 30, 2022 ALL REMAINING ASSETS AFTER EXPENSES ARE PAID.
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02222 E HIGHLAND SUITE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PHOENIX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085016
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CHARLES RIBBE
IRS990PF/StatementsRegardingActyGrp/PhoneNum06022776211
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MEDICAL RESEARCH WAS CONDUCTED ON PATIENTS WITH KNEE PAINSYMPTOMS BY RTI AND HOPE RESEARCH FOR THE FOUNDATION.EXPENSES RELATE TO RESEARCH PARTICIPANTS AND GENERAL ANDADMINISTRATIVE EXPENSES OF THE ORGANIZATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt010789
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt064000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1400000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FELLOWSHIP GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FELLOWSHIP GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BANNER HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BANNER HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02901 N CENTRAL AVE SUITE 160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12901 N CENTRAL AVE SUITE 160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085012
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185012
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0464000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ARTHREX
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt09377 BELL ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SCOTTSDALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd085260
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt070940
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01494
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01494
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt214
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RESEARCH
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt145
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt250
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL HARMSEN MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06022776211
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOUNDATION FOR ORTHOPEDIC RESEARCH AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0200574111
ReturnHeader/Filer/PhoneNum06022776211
ReturnHeader/Filer/USAddress/AddressLine1Txt02222 E HIGHLAND AVE 300
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010960 WILSHIRE BLVD SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090024
ReturnHeader/PreparerPersonGrp/PhoneNum03104770450
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREN A HAVERLOCK
ReturnHeader/ReturnTs02021-10-20T13:32:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SAMUEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARMSEN MD
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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