Civic Intelligence

Foundation for Southwest Orthopedic

EIN 20-3639243 • 501(c)3 • Houston, TX

Profile

Through clinical and basic science research, we strive to discover the most advanced and effective methods for the treatment of patients' orthopedic diseases and related medical maladies.

6560 Fannin Street Suite 1020Houston, TX 77030

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

23rd percentile

-40%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$20,061

Down $13,640 (-40%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$20,061

Down $13,640 (-40%) from 2015

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $52,000 (-100%) from 2015

Expenses

Down

$13,640

Down $18,745 (-58%) from 2015

Net Income

Down

-$13,640

Down $33,255 (-170%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$200K$150K$100K$50K$0Assets 2010: $190,903Liabilities 2010: $0Net Assets 2010: $190,9032010Assets 2011: $64,856Liabilities 2011: $0Net Assets 2011: $64,8562011Assets 2012: $21,507Liabilities 2012: $0Net Assets 2012: $21,5072012Assets 2013: $9,533Liabilities 2013: $0Net Assets 2013: $9,5332013Assets 2014: $14,086Liabilities 2014: $0Net Assets 2014: $14,0862014Assets 2015: $33,701Liabilities 2015: $0Net Assets 2015: $33,7012015Assets 2016: $20,061Liabilities 2016: $0Net Assets 2016: $20,0612016

Highlighted filing

2016

Assets$20,061
Liabilities$0
Net Assets$20,061
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $261,4952010Expenses 2011: $147,8032011Expenses 2012: $82,8912012Revenue 2013: $42,330Expenses 2013: $54,621Net Income 2013: -$12,2912013Revenue 2014: $69,410Expenses 2014: $64,857Net Income 2014: $4,5532014Revenue 2015: $52,000Expenses 2015: $32,385Net Income 2015: $19,6152015Revenue 2016: $0Expenses 2016: $13,640Net Income 2016: -$13,6402016

Highlighted filing

2016

Revenue$0
Expenses$13,640
Net Income-$13,640
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,061
Liabilities
$0
Net assets
$20,061
Revenue
$0
Expenses
$13,640
Net income
-$13,640
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.00$0.14$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.52$0.32$0.20
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.69$0.65$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.42$0.55$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.00$0.22$0.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$1.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$2.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$0
Mission and Program Overview

Mission

Through clinical and basic science research, we strive to discover the most advanced and effective methods for the treatment of patients' orthopedic diseases and related medical maladies.

Through clinical and basic science research, we strive to discover the most advanced and effective methods for the treatment of patients orthopedic diseases and related medical maladies.

Program Services

DescriptionGrantsExpenses
FLECTOR PATCH STUDY: THE OPIOID-SPARING EFFECT OF DICLOFENAC EPOLAMINE PATCH FOR TOTAL KNEE REPLACEMENTS.$0$4,778
REVISION STUDY: A COMPARATIVE STUDY OF REVISION TOTAL KNEE ARTHROPLASTY UTILIZING COBALT CHROME STEMS VIA COMPUTER NAVIGATION VS. A HISTORICAL COHORT OF TITANIUM STEMS VIA TRADITIONAL APPROACH.$0$4,332
METAL ALLERGY STUDY: METAL ALLERGY IN TOTAL KNEE ARTHROPLASTY. THIS STUDY IS A NON-RANDOMIZED UNBLINDED TRIAL DUE TO THE NATURE OF THE CLINICAL INTERVENTION AND BASED ON ALLERGIC SENSITIVITY AMONG PATIENTS.$0$313
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES BOCELL MDPresident/Chairman-$0--
SANDRA SESSOMS MDMember-$0--
DAVID GREEN MDMember-$0--
TAYLOR BROWN MDMember-$0--
RALPH DITTMAN MDMember-$0--
Filing and Contact Details

Filer

Filer Name
Foundation for Southwest Orthopedic
EIN
20-3639243
Phone
7136104270
Address
6560 FANNIN STREET SUITE 1020, HOUSTON, TX 77030

Signing Officer

Name
Dr James Bocell
Title
President
Phone
7136104270
Signed
2017-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Heard Mcelroy & Vestal LLC
Address
333 TEXAS STREET SUITE 1525, SHREVEPORT, LA 71101
Preparer
Roy E Prestwood
Phone
3184291525
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: employment services. Amount: 5,042. Description: insurance. Amount: 761. Description: office supplies. Amount: 291. Total to form 990-ez, line 16: 6,094.”

Raw XML Appendix167 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07136104270
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06560 FANNIN STREET SUITE 1020
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077030
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033701
IRS990EZ/NetAssetsOrFundBalancesEOYAmt020061
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt020061
IRS990EZ/OccupancyRentUtltsAndMaintAmt06000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES BOCELL MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SANDRA SESSOMS MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID GREEN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAYLOR BROWN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RALPH DITTMAN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06094
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THROUGH CLINICAL AND BASIC SCIENCE RESEARCH, WE STRIVE TO DISCOVER THE MOST ADVANCED AND EFFECTIVE METHODS FOR THE TREATMENT OF PATIENTS ORTHOPEDIC DISEASES AND RELATED MEDICAL MALADIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REVISION STUDY: A COMPARATIVE STUDY OF REVISION TOTAL KNEE ARTHROPLASTY UTILIZING COBALT CHROME STEMS VIA COMPUTER NAVIGATION VS. A HISTORICAL COHORT OF TITANIUM STEMS VIA TRADITIONAL APPROACH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FLECTOR PATCH STUDY: THE OPIOID-SPARING EFFECT OF DICLOFENAC EPOLAMINE PATCH FOR TOTAL KNEE REPLACEMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2METAL ALLERGY STUDY: METAL ALLERGY IN TOTAL KNEE ARTHROPLASTY. THIS STUDY IS A NON-RANDOMIZED UNBLINDED TRIAL DUE TO THE NATURE OF THE CLINICAL INTERVENTION AND BASED ON ALLERGIC SENSITIVITY AMONG PATIENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04332
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14778
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2313
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013640
IRS990EZ/TotalProgramServiceExpensesAmt09423
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019509
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024609
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt069410
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: EMPLOYMENT SERVICES. AMOUNT: 5,042. DESCRIPTION: INSURANCE. AMOUNT: 761. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 291. TOTAL TO FORM 990-EZ, LINE 16: 6,094.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR JAMES BOCELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07136104270
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
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ReturnHeader/Filer/EIN0203639243
ReturnHeader/Filer/PhoneNum07136104270
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ReturnHeader/FilingSecurityInformation/IPDt02017-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:06:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720398470
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEARD MCELROY & VESTAL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 TEXAS STREET SUITE 1525
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHREVEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd071101
ReturnHeader/PreparerPersonGrp/PhoneNum03184291525
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY E PRESTWOOD
ReturnHeader/ReturnTs02017-11-14T11:45:10-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits