Civic Intelligence

Beacon Orthopaedic Research & Education Foundation

990 • Fiscal year 2019 • EIN 27-0643210

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 26, 2020

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

98th percentile

4.16x

Higher debt load relative to assets than 98% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

99th percentile

5.13x

Higher debt load relative to revenue than 99% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-496%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

59th percentile

7.6%

Faster asset growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$120,903

Up $8,562 (+7.6%) from 2018

Net Assets

Down

-$382,342

Down $486,675 (-466%) from 2018

Liabilities

Up

$503,245

Up $495,237 (+6184%) from 2018

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin2nd percentile

Revenue

Down

$98,086

Down $347,383 (-78%) from 2018

Expenses

Up

$584,761

Up $97,740 (+20%) from 2018

Net Income

Down

-$486,675

Down $445,123 (-1071%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2019

Assets$120,903
Liabilities$503,245
Net Assets-$382,342
Open 2019 Filing

Operations Trend

Revenue Growth4th 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

2019

Revenue$98,086
Expenses$584,761
Net Income-$486,675
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 26, 2020
Return Version
2019v5.1
Gross Receipts
$145,765
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
Cash and Non-Interest-Bearing Accounts$13,981$47,167▲ $33,186
Land, Buildings, and Equipment, Net$91,480$41,543▼ $49,937
Accounts Receivable$250$24,938▲ $24,688
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$104,333$-382,342▼ $486,675
Total Assets$112,341$120,903▲ $8,562
Other Assets Total$6,630$7,255▲ $625
Liabilities
Other Liabilities$3,656$494,982▲ $491,326
Accounts Payable and Accrued Expenses$4,352$8,263▲ $3,911
Total Liabilities$8,008$503,245▲ $495,237
Net Assets / Fund Balance
Total Net Assets Fund Balance$104,333$-382,342▼ $486,675
Total Liabilities and Net Assets / Fund Balance$112,341$120,903▲ $8,562

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$41,543$1,416,859$1,458,402
Other Assets Org$7,255--
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$72,550
Program Service Revenue
$26,622
Investment Income
$0
Other Revenue
$-1,086
All Other Contributions
$1,409
Change in Net Assets
$-486,675
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$343,232
Salaries, Compensation, and Employee Benefits$241,529
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$220,797--$220,797
Insurance$79,000--$79,000
Occupancy$71,742--$71,742
Depreciation Depletion$49,937--$49,937
Other Expenses$38,841--$38,841
Conferences and Meetings$20,400--$20,400
Payroll Taxes$17,793--$17,793
Travel$11,837--$11,837
Office Expenses$8,250--$8,250
Fees for Services Management-$7,950-$7,950
Interest$5,337--$5,337
Other Employee Benefits$2,939--$2,939
Fees for Services Accounting-$2,000-$2,000
Total Functional Expenses$574,811$9,950$0$584,761
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$47,679
Fundraising Gross Income$32,459
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$103,600$32,459$5,380$27,079
Total Events$103,600$32,459$47,679$-15,220
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$494,982
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
2020-09-26
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 Cpas Llp
Address
615 ELSINORE PLACE SUITE 625, CINCINNATI, OH 45202-1427
Preparer
Jan Neumann
Phone
5133818010
Raw XML AppendixShowing 400 of 412 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/NonCashPrizesTotalEventsAmt014352
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05380
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05380
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IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt016226
IRS990/ScheduleJRequiredInd00
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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
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IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1BEACON ORTHOPAEDICS HOLDINGS LLC
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
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ReturnHeader/BuildTS02021-01-29 14:40:06Z
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,903
Liabilities
$503,245
Net assets
-$382,342
Revenue
$98,086
Expenses
$584,761
Net income
-$486,675
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