Civic Intelligence

Anderson Orthopaedic Research Institute

990 • Fiscal year 2014 • EIN 23-7162048

Jun 01, 2013 to May 31, 2014 • Filed on Oct 14, 2014

2501 Parkers Lane No 20022306

(703) 619-4411

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.03x

Higher debt load relative to revenue than 16% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

78th percentile

14%

Faster asset growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$8,220,326

Up $1,011,134 (+14%) from 2013

Net Assets

Up

$8,174,926

Up $1,011,134 (+14%) from 2013

Liabilities

Flat

$45,400

Flat from 2013

Revenue

$1,444,719

No earlier filing loaded for comparison.

Expenses

Down

$893,127

Down $14,670 (-1.6%) from 2013

Net Income

$551,592

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $6,598,928Liabilities 2011: $44,200Net Assets 2011: $6,554,7282011Assets 2012: $6,709,106Liabilities 2012: $44,200Net Assets 2012: $6,664,9062012Assets 2013: $7,209,192Liabilities 2013: $45,400Net Assets 2013: $7,163,7922013Assets 2014: $8,220,326Liabilities 2014: $45,400Net Assets 2014: $8,174,9262014Assets 2015: $8,687,165Liabilities 2015: $44,200Net Assets 2015: $8,642,9652015Assets 2016: $8,636,721Liabilities 2016: $45,200Net Assets 2016: $8,591,5212016Assets 2017: $9,229,860Liabilities 2017: $0Net Assets 2017: $9,229,8602017Assets 2018: $9,750,524Liabilities 2018: $0Net Assets 2018: $9,750,5242018Assets 2019: $10,425,049Liabilities 2019: $123,002Net Assets 2019: $10,302,0472019Assets 2020: $12,482,134Liabilities 2020: $156,506Net Assets 2020: $12,325,6282020Assets 2021: $14,385,609Liabilities 2021: $135,510Net Assets 2021: $14,250,0992021Assets 2022: $13,657,075Liabilities 2022: $131,514Net Assets 2022: $13,525,5612022Assets 2023: $13,634,844Liabilities 2023: $134,518Net Assets 2023: $13,500,3262023Assets 2024: $15,507,733Liabilities 2024: $221,000Net Assets 2024: $15,286,7332024Assets 2025: $16,612,813Liabilities 2025: $226,800Net Assets 2025: $16,386,0132025

Highlighted filing

2014

Assets$8,220,326
Liabilities$45,400
Net Assets$8,174,926

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $906,8692011Expenses 2012: $915,8622012Expenses 2013: $907,7972013Revenue 2014: $1,444,719Expenses 2014: $893,127Net Income 2014: $551,5922014Revenue 2015: $1,306,644Expenses 2015: $929,305Net Income 2015: $377,3392015Revenue 2016: $1,141,201Expenses 2016: $988,782Net Income 2016: $152,4192016Revenue 2017: $926,231Expenses 2017: $974,441Net Income 2017: -$48,2102017Revenue 2018: $1,301,686Expenses 2018: $943,320Net Income 2018: $358,3662018Revenue 2019: $1,237,928Expenses 2019: $982,842Net Income 2019: $255,0862019Revenue 2020: $2,360,830Expenses 2020: $1,082,973Net Income 2020: $1,277,8572020Revenue 2021: $1,464,280Expenses 2021: $1,032,082Net Income 2021: $432,1982021Revenue 2022: $2,555,156Expenses 2022: $935,790Net Income 2022: $1,619,3662022Revenue 2023: $1,152,046Expenses 2023: $884,146Net Income 2023: $267,9002023Revenue 2024: $1,327,915Expenses 2024: $797,981Net Income 2024: $529,9342024Revenue 2025: $1,447,921Expenses 2025: $847,345Net Income 2025: $600,5762025

Highlighted filing

2014

Revenue$1,444,719
Expenses$893,127
Net Income$551,592
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Oct 14, 2014
Return Version
2013v3.0
Gross Receipts
$2,752,387
Mission and Program Overview

Mission

To conduct scientific research and educate health care professionals in orthopaedics and rheumatology.

To conduct scientific research and educate health care professionals in orthopaedics & rheumatology

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$6,410,855$6,529,794▲ $118,939
Cap Stk Tr Prin Current Funds$5,593,413$6,408,448▲ $815,035
Rtn Earn Endowment Incm Other Fnds$1,563,816$1,759,254▲ $195,438
Savings and Temporary Cash Investments$475,425$1,064,431▲ $589,006
Cash and Non-Interest-Bearing Accounts$316,349$618,012▲ $301,663
Land, Buildings, and Equipment, Net$6,563$7,224▲ $661
Pd in Cap Srpls Land Bldg Eqp Fund$6,563$7,224▲ $661
Total Assets$7,209,192$8,220,326▲ $1,011,134
Other Assets Total$0$865▲ $865
Liabilities
Deferred Revenue$44,200$44,200→ $0
Other Liabilities$1,200$1,200→ $0
Total Liabilities$45,400$45,400→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,163,792$8,174,926▲ $1,011,134
Total Liabilities and Net Assets / Fund Balance$7,209,192$8,220,326▲ $1,011,134

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,224$128,971-
Other Securities$1,360,369--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,563,815$32,800▲ $162,639-$1,759,254
2012$1,391,780$72,482▲ $109,279-$1,563,815
2011$1,346,873-▲ $53,540-$1,391,780
2010$691,982$536,506▲ $122,717-$1,346,873
2009$641,345-▲ $55,167-$691,982
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert Hopper JrExecutive DirectorFT$111,178$8,868$120,046

Board Members and Trustees

NameTitle
Charles a Engh JrPresident/trustee
Gerard a EnghMedical Director
Charles a Engh SrTrustee
Henry O TimnickTrustee
Jack MurphyTrustee
Jerome a HoliberTrustee
John D SchanzTrustee
Kevin B FrickaTrustee
Mary StraitTrustee
Rear Adm Alan D BreedTrustee
William HamiltonTrustee
Michael E WicksSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$615,435
Program Service Revenue
$579,023
Investment Income
$250,261
Other Revenue
$0
All Other Contributions
$615,435
Change in Net Assets
$551,592
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$727,546
Other Expenses$165,581
Total Fundraising Expense$2,534
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$441,453$85,733$1,320$528,506
Current Officers, Directors, Trustees, and Key Employees$105,473$20,483$315$126,271
Occupancy$87,295$16,953$261$104,509
Payroll Taxes$41,184$7,998$123$49,305
Fees for Service Investment Mgmnt Fees-$44,658-$44,658
Other Employee Benefits$19,599$3,806$59$23,464
Travel$12,412$248-$12,660
Fees for Services Accounting-$7,625-$7,625
Office Expenses$128$6,308-$6,436
Other Expenses$2,436$1,518-$3,954
Fees for Services Other$3,432--$3,432
Insurance-$3,144-$3,144
Depreciation Depletion$1,800$350$5$2,155
All Other Expenses$12,895$-59,827$451$-46,481
Total Functional Expenses$742,661$147,932$2,534$893,127
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
403(b) Deferrals$1,200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

A family relationship exists between dr. Charles a. Engh, dr. Gerard a. Engh, and dr. Charles a. Engh, jr.

Form 990, Part VI, Section A, Line 7A

Inova health system can designate one member of the board of trustees. The organization and inova collaborate on some research and inova provides financial support for the institute.

Form 990, Part VI, Section B, Line 11

The board of trustees, executive director and the insitute's administrator review the form 990 prior to filing.

Form 990, Part VI, Section B, Line 12C

Each year the board of trustees and employees are provided with a copy of the conflict of interest policy, as well as having the policy included in the employee handbook. Employees are asked to disclose any potential conflicts of interest they may have and sign the document, which is kept on file by the organization.

Form 990, Part VI, Section B, Line 15

Compensation for the organization's executive director is approved annually by aori's medical director.

Form 990, Part VI, Section C, Line 19

The requested information is available to the interested parties upon request

Filing and Contact Details

Filer

EIN
23-7162048
Phone
7036194411

Signing Officer

Name
Robert H Hopper Jr
Title
Executive Director
Phone
7036194411
Signed
2014-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert H Hopper Jr
Formed
1972
Legal Domicile
Va
Voting Board Members
12
Independent Board Members
12
Employees
10
Volunteers
1

Preparer

Preparer
Shannon Blevins CPA
Phone
7036422700
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The organization will use the return on the investments to support programs and operations, as designated by the donors.

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IRS990/Desc0THE FUNDING RECEIVED BY THE ANDERSON ORTHOPAEDIC RESEARCH INSTITUTE (AORI) IS USED TO CONDUCT MEDICAL RESEARCH RELATED TO HIP AND KNEE JOINT REPLACEMENTS. AORI CONDUCTS BOTH PROSPECTIVE AND RETROSPECTIVE STUDIES WITH THE ULTIMATE GOAL OF SHARING RESEARCH FINDINGS WITH THE BROADER MEDICAL COMMUNITY, INCLUDING PATIENTS, THROUGH PUBLICATIONS AND PRESENTATIONS. PROSPECTIVE STUDIES, WHERE VOLUNTEERS CONSENT TO PARTICIPATE, ARE MANAGED BY AORI'S CLINICAL RESEARCH STAFF. THESE STAFF MEMBERS HELP DESIGN STUDY PROTOCOLS, OBTAIN INSTITUTIONAL REVIEW BOARD APPROVAL, CONSENT PATIENTS, MANAGE DATA COLLECTION, SCHEDULE FOLLOW-UP VISITS, ANALYZE OUTCOME DATA AND SUMMARIZE THE RESEARCH RESULTS FOR STUDY SPONSORS AND PEER-REVIEW JOURNAL PUBLICATIONS. RETROSPECTIVE STUDIES, WHICH USE PRE-EXISTING MEDICAL DATA, ARE CONDUCTED USING AORI'S ELECTRONIC OUTCOMES DATABASE THAT ARCHIVES SURGICAL PROCEDURES, CLINICAL VISITS AND ADVERSE EVENTS. BY ANALYZING THE DATA ARCHIVED IN AORI'S INSTITUTIONAL DATABASE, AORI STAFF MEMBERS ARE ABLE TO ASSESS THE OUTCOME OF DIFFERENT TYPES OF IMPLANTS AMONG UNIQUE GROUPS OF PATIENTS. THE FUNDING RECEIVED BY AORI SUPPORTS STAFF SALARIES AND BENEFITS, PAYS FOR LABORATORY SUPPLIES AND CLINICAL TESTS THAT ARE NOT STANDARD-OF-CARE, AND IS USED FOR FEES CHARGED BY AGENCIES THAT OVERSEE AORI'S RESEARCH ACTIVITIES. ASSETS SUCH AS COMPUTERS, LABORATORY TESTING EQUIPMENT AND ANALYSIS SOFTWARE ARE ALSO PURCHASED WITH THE FUNDS RECEIVED BY AORI. FUNDING IS ALSO USED TO PRODUCE A SEMI-ANNUAL NEWSLETTER THAT IS MAILED OUT TO APPROXIMATELY 22,000 PEOPLE. DURING THE PAST YEAR, AORI-AFFILIATED RESEARCHERS PUBLISHED 22 PAPERS IN ORTHOPAEDIC JOURNALS. AORI RESEARCHERS ALSO PRESENTED 48 SCIENTIFIC TALKS AND 2 POSTERS AT NATIONAL AND INTERNATIONAL ORTHOPAEDIC MEETINGS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0MEDICAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT/TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
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IRS990/LandBldgEquipAccumDeprecAmt0128971
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06563
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07224
IRS990/LandBldgEquipCostOrOtherBssAmt0136195
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01307668
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CONDUCT SCIENTIFIC RESEARCH AND EDUCATE HEALTH CARE PROFESSIONALS IN ORTHOPAEDICS AND RHEUMATOLOGY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07163792
IRS990/NetAssetsOrFundBalancesEOYAmt08174926
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0108732
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0108732
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0459542
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0261
IRS990/OccupancyGrp/ManagementAndGeneralAmt016953
IRS990/OccupancyGrp/ProgramServicesAmt087295
IRS990/OccupancyGrp/TotalAmt0104509
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06308
IRS990/OfficeExpensesGrp/ProgramServicesAmt0128
IRS990/OfficeExpensesGrp/TotalAmt06436
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0865
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt059
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03806
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019599
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023464
IRS990/OtherExpensesGrp/Desc0PHOTOS AND PUBLICATIONS
IRS990/OtherExpensesGrp/Desc1TELECOMMUNICATIONS
IRS990/OtherExpensesGrp/Desc2POSTAGE AND DELIVERY
IRS990/OtherExpensesGrp/Desc3OTHER TAXES AND LICENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07477
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11458
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21518
IRS990/OtherExpensesGrp/ProgramServicesAmt011030
IRS990/OtherExpensesGrp/ProgramServicesAmt13524
IRS990/OtherExpensesGrp/ProgramServicesAmt22436
IRS990/OtherExpensesGrp/TotalAmt011030
IRS990/OtherExpensesGrp/TotalAmt17477
IRS990/OtherExpensesGrp/TotalAmt24982
IRS990/OtherExpensesGrp/TotalAmt33954
IRS990/OtherLiabilitiesGrp/BOYAmt01200
IRS990/OtherLiabilitiesGrp/EOYAmt01200
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01320
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt085733
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0441453
IRS990/OtherSalariesAndWagesGrp/TotalAmt0528506
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0123
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07998
IRS990/PayrollTaxesGrp/ProgramServicesAmt041184
IRS990/PayrollTaxesGrp/TotalAmt049305
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt06563
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt07224
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT H HOPPER JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0RESEARCH/GRANT PROCEEDS
IRS990/ProgramServiceRevenueGrp/Desc1BIOSKILLS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0576423
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0576423
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12600
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0563537
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0399432
IRS990/PYOtherExpensesAmt0186308
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0324406
IRS990/PYRevenuesLessExpensesAmt0379578
IRS990/PYSalariesCompEmpBnftPaidAmt0721489
IRS990/PYTotalExpensesAmt0907797
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01287375
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0551592
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0579023
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01563816
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01759254
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0475425
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01064431
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0ALEXANDRIA
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0VA
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine10INOVA MT VERNON HOSPITAL
IRS990ScheduleA/MedicalResearchOrganizationInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01563815
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt032800
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01759254
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0162639
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt09726
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01391780
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt072482
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01563815
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0109279
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08633
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01346873
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01391780
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt053540
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt04332
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0691982
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0536506
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01346873
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0122717
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt04530
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0641345
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0691982
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055167
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt07224
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0128971
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0136195
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0403(B) DEFERRALS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05169425
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11360369
IRS990ScheduleD/OtherSecuritiesGrp/Desc0STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1US TREASURY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WILL USE THE RETURN ON THE INVESTMENTS TO SUPPORT PROGRAMS AND OPERATIONS, AS DESIGNATED BY THE DONORS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07224
IRS990ScheduleD/TotalBookValueSecuritiesAmt06529794
IRS990ScheduleD/TotalLiabilityAmt01200
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A FAMILY RELATIONSHIP EXISTS BETWEEN DR. CHARLES A. ENGH, DR. GERARD A. ENGH, AND DR. CHARLES A. ENGH, JR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INOVA HEALTH SYSTEM CAN DESIGNATE ONE MEMBER OF THE BOARD OF TRUSTEES. THE ORGANIZATION AND INOVA COLLABORATE ON SOME RESEARCH AND INOVA PROVIDES FINANCIAL SUPPORT FOR THE INSTITUTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES, EXECUTIVE DIRECTOR AND THE INSITUTE'S ADMINISTRATOR REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH YEAR THE BOARD OF TRUSTEES AND EMPLOYEES ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY, AS WELL AS HAVING THE POLICY INCLUDED IN THE EMPLOYEE HANDBOOK. EMPLOYEES ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST THEY MAY HAVE AND SIGN THE DOCUMENT, WHICH IS KEPT ON FILE BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR IS APPROVED ANNUALLY BY AORI'S MEDICAL DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE REQUESTED INFORMATION IS AVAILABLE TO THE INTERESTED PARTIES UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10ANDERSON CLINIC POST-GRADUATE MEDICAL EDUCATION FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0541632197
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FELLOWSHIP PROGRAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine102501 PARKERS LANE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0ALEXANDRIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0VA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$0.23$16.4$1.45$0.85$0.60
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.22$15.3$1.33$0.80$0.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.13$13.5$1.15$0.88$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$0.13$13.5$2.56$0.94$1.62
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$0.14$14.3$1.46$1.03$0.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.16$12.3$2.36$1.08$1.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.12$10.3$1.24$0.98$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.75$0.00$9.75$1.30$0.94$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.23$0.00$9.23$0.93$0.97$0.05
2016Detailed filing. Detailed filing data is available for this year.$8.64$0.05$8.59$1.14$0.99$0.15
2015Detailed filing. Detailed filing data is available for this year.$8.69$0.04$8.64$1.31$0.93$0.38
2014Detailed filing. Detailed filing data is available for this year.$8.22$0.05$8.17$1.44$0.89$0.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.21$0.05$7.16$0.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.71$0.04$6.66$0.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$0.04$6.55$0.91