Civic Intelligence

Beacon Orthopaedic Research & Education Foundation

990 • Fiscal year 2017 • EIN 27-0643210

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 13, 2018

Organization ProfileN/A
500 E Business Way No Ste ACincinnati, OH 45241

(513) 354-3723

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

8th percentile

-52%

Faster asset growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-11%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$149,641

Down $161,456 (-52%) from 2016

Net Assets

Down

$145,885

Down $153,656 (-51%) from 2016

Liabilities

Down

$3,756

Down $7,800 (-67%) from 2016

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin10th percentile

Revenue

Down

$411,844

Down $50,879 (-11%) from 2016

Expenses

Down

$565,500

Down $170,732 (-23%) from 2016

Net Income

Up

-$153,656

Up $119,853 (+44%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$1.0M$500K$0-$500KAssets 2014: $694,840Liabilities 2014: $5,318Net Assets 2014: $689,5222014Assets 2015: $574,671Liabilities 2015: $1,621Net Assets 2015: $573,0502015Assets 2016: $311,097Liabilities 2016: $11,556Net Assets 2016: $299,5412016Assets 2017: $149,641Liabilities 2017: $3,756Net Assets 2017: $145,8852017Assets 2018: $112,341Liabilities 2018: $8,008Net Assets 2018: $104,3332018Assets 2019: $120,903Liabilities 2019: $503,245Net Assets 2019: -$382,3422019Assets 2020: $38,891Liabilities 2020: $90,118Net Assets 2020: -$51,2272020Assets 2021: $118,608Liabilities 2021: $174,410Net Assets 2021: -$55,8022021Assets 2022: $143,329Liabilities 2022: $255,337Net Assets 2022: -$112,0082022Assets 2023: $257,747Liabilities 2023: $425,349Net Assets 2023: -$167,6022023Assets 2024: $47,021Liabilities 2024: $67,260Net Assets 2024: -$20,2392024

Highlighted filing

2017

Assets$149,641
Liabilities$3,756
Net Assets$145,885
Open 2017 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.0M$500K$0-$500KRevenue 2014: $528,482Expenses 2014: $806,546Net Income 2014: -$278,0642014Revenue 2015: $695,733Expenses 2015: $812,205Net Income 2015: -$116,4722015Revenue 2016: $462,723Expenses 2016: $736,232Net Income 2016: -$273,5092016Revenue 2017: $411,844Expenses 2017: $565,500Net Income 2017: -$153,6562017Revenue 2018: $445,469Expenses 2018: $487,021Net Income 2018: -$41,5522018Revenue 2019: $98,086Expenses 2019: $584,761Net Income 2019: -$486,6752019Revenue 2020: $809,257Expenses 2020: $478,142Net Income 2020: $331,1152020Revenue 2021: $377,702Expenses 2021: $382,277Net Income 2021: -$4,5752021Revenue 2022: $309,297Expenses 2022: $365,503Net Income 2022: -$56,2062022Revenue 2023: $169,427Expenses 2023: $225,021Net Income 2023: -$55,5942023Revenue 2024: $341,518Expenses 2024: $194,155Net Income 2024: $147,3632024

Highlighted filing

2017

Revenue$411,844
Expenses$565,500
Net Income-$153,656
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$448,064
Mission and Program Overview

Mission

The beacon orthopaedic research & education foundation, inc. Is providing a human cadaver lab and educational space for the teaching and demonstration of orthopaedic surgical procedures. We are training medical fellows offering fellowships to individuals who are pursuing a career in orthopaedics. The foundation will be providing educational opportunities for the public regarding injury prevention and proper preparation for physical activities.

Support scientific research and provide educational facilities for the advancement of orthopaedic surgery, physical medicine and rehabilitation, and injury prevention.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$299,541$145,885▼ $153,656
Land, Buildings, and Equipment, Net$289,983$143,898▼ $146,085
Cash and Non-Interest-Bearing Accounts$20,114$4,283▼ $15,831
Accounts Receivable-$1,460-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$311,097$149,641▼ $161,456
Other Assets Total$1,000--
Liabilities
Accounts Payable and Accrued Expenses$4,383$2,539▼ $1,844
Other Liabilities$7,173$1,217▼ $5,956
Total Liabilities$11,556$3,756▼ $7,800
Net Assets / Fund Balance
Total Net Assets Fund Balance$299,541$145,885▼ $153,656
Total Liabilities and Net Assets / Fund Balance$311,097$149,641▼ $161,456

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$143,898$1,314,504$1,458,402
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Timothy Kremchek MdChairman
Peter Cha MdPresident
Jaideep Chunduri MdMedical Director
Revenue and Support

Revenue Composition

Contributions and Grants
$396,311
Program Service Revenue
$23,061
Investment Income
$0
Other Revenue
$-7,528
All Other Contributions
$317,767
Change in Net Assets
$-153,656

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table2$20,414Fair Market Value at
Total Noncash Contributions2$20,414-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$410,599
Salaries, Compensation, and Employee Benefits$154,901
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$146,086--$146,086
Other Salaries and Wages$141,209--$141,209
Occupancy$107,789--$107,789
Insurance$39,858--$39,858
Other Expenses$36,545--$36,545
Conferences and Meetings$12,638--$12,638
Payroll Taxes$11,833--$11,833
Travel$11,722--$11,722
Fees for Services Management-$7,173-$7,173
Office Expenses$3,832--$3,832
Fees for Services Accounting-$2,200-$2,200
Other Employee Benefits$1,859--$1,859
Interest$492--$492
Total Functional Expenses$556,127$9,373$0$565,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$36,220
Fundraising Gross Income$14,558
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$93,102$14,558$7,027$7,531
Total Events$93,102$14,558$36,220$-21,662
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Notes Payable - Beacon$1,217
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
No
Other officer compensation reviewed
No
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 B, Line 11B

“Process for review of form 990: completed form 990 is attached to an email that is sent to all directors, officers, and trustees.”

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

“The foundation requires that the conflict of interest policy be signed annually and reviewed by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Beacon Orthopaedic Research & Education
EIN
27-0643210
Phone
5133543723
Address
500 E BUSINESS WAY NO STE A, CINCINNATI, OH 45241

Signing Officer

Name
Peter Cha Md
Title
President
Phone
5133543700
Signed
2018-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Cha Md
Formed
2009
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
WHITMER & COMPANY CPA'S LLP
Address
105 E FOURTH STREET 1100, CINCINNATI, OH 45202-4011
Preparer
Jan Neumann
Phone
5133818010
Raw XML AppendixShowing 400 of 413 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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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07027
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt013852
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt013852
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt02
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0TISSUE SAMPLES FOR LAB USE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE AT
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt020414
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROCESS FOR REVIEW OF FORM 990: COMPLETED FORM 990 IS ATTACHED TO AN EMAIL THAT IS SENT TO ALL DIRECTORS, OFFICERS, AND TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION REQUIRES THAT THE CONFLICT OF INTEREST POLICY BE SIGNED ANNUALLY AND REVIEWED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0311483173
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1300030652
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0MEDICAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1FACILITIES RENTAL; SURGERY CENTER
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0BEACON ORTHOPAEDICS & SPORTS MEDICINE LTD
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1BEACON ORTHOPAEDICS HOLDINGS LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0500 E BUSINESS WAY SUITE A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt1500 E BUSINESS WAY SUITE A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0CINCINNATI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1CINCINNATI
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1OH
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd145241
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0311097
IRS990/TotalAssetsEOYAmt0149641
IRS990/TotalAssetsGrp/BOYAmt0311097
IRS990/TotalAssetsGrp/EOYAmt0149641
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0396311
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09373
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0556127
IRS990/TotalFunctionalExpensesGrp/TotalAmt0565500
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011556
IRS990/TotalLiabilitiesEOYAmt03756
IRS990/TotalLiabilitiesGrp/BOYAmt011556
IRS990/TotalLiabilitiesGrp/EOYAmt03756
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0299541
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0145885
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0556127
IRS990/TotalProgramServiceRevenueAmt023061
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-21662
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037195
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0411844
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0149641
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt011722
IRS990/TravelGrp/TotalAmt011722
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0CINCINNATI
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IRS990/USAddress/ZIPCd045241
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER CHA MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05133543700
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BEACON ORTHOPAEDIC RESEARCH & EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
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ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
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ReturnHeader/FilingSecurityInformation/IPTm013:42:25

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$149,641
Liabilities
$3,756
Net assets
$145,885
Revenue
$411,844
Expenses
$565,500
Net income
-$153,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.47$0.67$0.20$3.42$1.94$1.47
2023Detailed filing. Detailed filing data is available for this year.$2.58$4.25$1.68$1.69$2.25$0.56
2022Detailed filing. Detailed filing data is available for this year.$1.43$2.55$1.12$3.09$3.66$0.56
2021Detailed filing. Detailed filing data is available for this year.$1.19$1.74$0.56$3.78$3.82$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.90$0.51$8.09$4.78$3.31
2019Detailed filing. Detailed filing data is available for this year.$1.21$5.03$3.82$0.98$5.85$4.87
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.08$1.04$4.45$4.87$0.42
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.04$1.46$4.12$5.66$1.54
2016Detailed filing. Detailed filing data is available for this year.$3.11$0.12$3.00$4.63$7.36$2.74
2015Detailed filing. Detailed filing data is available for this year.$5.75$0.02$5.73$6.96$8.12$1.16
2014Detailed filing. Detailed filing data is available for this year.$6.95$0.05$6.90$5.28$8.07$2.78