Civic Intelligence

Orthopedic Athletic & Reconstructive

EIN 76-0257078 • 501(c)3 • Brazoria, TX

Profile

The primary purpose is to prepare, accumulate, compile, and publish medical and scientific research in the areas of orthopedic medicine, athletic orthopedics and reconstructive orthopedics and train & educate new doctors in these areas.

3224 County Road 309Brazoria, TX 77422

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

1st percentile

-1170926%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

85th percentile

$9,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 26470.6% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$0

Down $398,115 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $398,115 (-100%) from 2021

Revenue

Down

$34

Down $86,955 (-100%) from 2021

Expenses

Up

$398,149

Up $390,371 (+5019%) from 2021

Net Income

Down

-$398,115

Down $477,326 (-603%) from 2021

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $811,794Liabilities 2010: $0Net Assets 2010: $811,7942010Assets 2011: $747,024Liabilities 2011: $18,271Net Assets 2011: $728,7532011Assets 2012: $1,156,388Liabilities 2012: $0Net Assets 2012: $1,156,3882012Assets 2013: $920,124Liabilities 2013: $0Net Assets 2013: $920,1242013Assets 2014: $690,699Liabilities 2014: $0Net Assets 2014: $690,6992014Assets 2015: $535,252Liabilities 2015: $0Net Assets 2015: $535,2522015Assets 2016: $513,672Liabilities 2016: $0Net Assets 2016: $513,6722016Assets 2017: $409,213Liabilities 2017: $0Net Assets 2017: $409,2132017Assets 2018: $404,119Liabilities 2018: $0Net Assets 2018: $404,1192018Assets 2019: $382,450Liabilities 2019: $0Net Assets 2019: $382,4502019Assets 2020: $318,904Liabilities 2020: $0Net Assets 2020: $318,9042020Assets 2021: $398,115Liabilities 2021: $0Net Assets 2021: $398,1152021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $870,6242010Expenses 2011: $784,2062011Expenses 2012: $628,6952012Revenue 2013: $377,534Expenses 2013: $613,798Net Income 2013: -$236,2642013Revenue 2014: $538,291Expenses 2014: $767,716Net Income 2014: -$229,4252014Revenue 2015: $638,722Expenses 2015: $794,169Net Income 2015: -$155,4472015Revenue 2016: $609,946Expenses 2016: $631,526Net Income 2016: -$21,5802016Revenue 2017: $219,411Expenses 2017: $323,870Net Income 2017: -$104,4592017Revenue 2018: $22,362Expenses 2018: $31,269Net Income 2018: -$8,9072018Revenue 2019: $5,611Expenses 2019: $27,280Net Income 2019: -$21,6692019Revenue 2020: $15,203Expenses 2020: $78,749Net Income 2020: -$63,5462020Revenue 2021: $86,989Expenses 2021: $7,778Net Income 2021: $79,2112021Revenue 2022: $34Expenses 2022: $398,149Net Income 2022: -$398,1152022

Highlighted filing

2022

Revenue$34
Expenses$398,149
Net Income-$398,115

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.40$0.40
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.09$0.01$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.02$0.08$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.01$0.03$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.02$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.22$0.32$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.61$0.63$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.64$0.79$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.54$0.77$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.38$0.61$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.02$0.73$0.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$0.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jun 22, 2022
Return Version
2021v4.2
Gross Receipts
$34
Mission and Program Overview

Mission

The primary purpose is to prepare, accumulate, compile, and publish medical and scientific research in the areas of orthopedic medicine, athletic orthopedics and reconstructive orthopedics and train & educate new doctors in these areas.

Medical research in orthopedics via clinical encounters/conferences & support of education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$398,115$0▼ $398,115
Savings and Temporary Cash Investments$396,523$0▼ $396,523
Cash and Non-Interest-Bearing Accounts$1,592$0▼ $1,592
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$398,115$0▼ $398,115
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$398,115$0▼ $398,115
Total Liabilities and Net Assets / Fund Balance$398,115$0▼ $398,115
Compensation and Service Providers

Employees

NameTitleBaseTotal
Leland Winston MdPresident$9,000$9,000

Board Members and Trustees

NameTitle
William C Mcgarvey MdDirector
Thomas Clanton MdSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$34
Other Revenue
$0
Change in Net Assets
$-398,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$377,000
Other Expenses$12,149
Salaries, Compensation, and Employee Benefits$9,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$377,000--$377,000
Current Officers, Directors, Trustees, and Key Employees-$9,000-$9,000
Fees for Services Accounting-$7,208-$7,208
Fees for Services Legal-$4,890-$4,890
Other Expenses-$9-$9
Total Functional Expenses$377,000$21,149$0$398,149
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
William Marsh Rice UniversityHouston, TX501(c)(3)Support Athletic Training and Injury Treatment Facilities and Scholarships for Students Pursuing Careers as Doctors.$377,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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

Form 990 was reviewed by the organization's accounting manager and then submitted to the president for his review and approval. Copies were also provided to the other officer and directors for their information and review.

Form 990, Part VI, Section C, Line 19

The governing documents and financial statements are made available upon specific written request.

Filing and Contact Details

Filer

Filer Name
Orthopedic Athletic & Reconstructive
EIN
76-0257078
Phone
7135018503
Address
3224 COUNTY ROAD 309, BRAZORIA, TX 77422

Signing Officer

Name
Leland Winston Md
Title
President
Phone
7137992429
Signed
2022-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leland Winston Md
Formed
1988
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Fitts Roberts & Co Inc
Address
5718 WESTHEIMER 800, HOUSTON, TX 77057
Preparer
Harry W Isensee CPA
Phone
7132605230
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3

The organization had to stop clinical medical research in treating patients and its program of training young doctors in sports medicine through practice fellowships. This change was caused by substantial decreases in revenues from clinical fees for medical services performed by fellows and from grants. The organization adopted a plan of distribution and termination on june 29, 2021 and completed the plan by june 30, 2022.

Raw XML Appendix352 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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IRS990ScheduleI/RecipientTable/RecipientEIN0741109620
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0WILLIAM MARSH RICE UNIVERSITY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02021-07-08
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0741109620
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0377000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0N/A
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0PO BOX 1892
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0HOUSTON
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0TX
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd0772511892
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAD TO STOP CLINICAL MEDICAL RESEARCH IN TREATING PATIENTS AND ITS PROGRAM OF TRAINING YOUNG DOCTORS IN SPORTS MEDICINE THROUGH PRACTICE FELLOWSHIPS. THIS CHANGE WAS CAUSED BY SUBSTANTIAL DECREASES IN REVENUES FROM CLINICAL FEES FOR MEDICAL SERVICES PERFORMED BY FELLOWS AND FROM GRANTS. THE ORGANIZATION ADOPTED A PLAN OF DISTRIBUTION AND TERMINATION ON JUNE 29, 2021 AND COMPLETED THE PLAN BY JUNE 30, 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS REVIEWED BY THE ORGANIZATION'S ACCOUNTING MANAGER AND THEN SUBMITTED TO THE PRESIDENT FOR HIS REVIEW AND APPROVAL. COPIES WERE ALSO PROVIDED TO THE OTHER OFFICER AND DIRECTORS FOR THEIR INFORMATION AND REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON SPECIFIC WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd01
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt0398115
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0398115
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021149
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0377000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0398149
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0398115
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0377000
IRS990/TotalReportableCompFromOrgAmt09000
IRS990/TotalRevenueGrp/ExclusionAmt034
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0398115
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03224 COUNTY ROAD 309
IRS990/USAddress/CityNm0BRAZORIA
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077422
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LELAND WINSTON MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07137992429
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORTHOPEDIC ATHLETIC & RECONSTRUCTIVE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RESEARCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ORTH
ReturnHeader/Filer/EIN0760257078
ReturnHeader/Filer/PhoneNum07135018503
ReturnHeader/Filer/USAddress/AddressLine1Txt03224 COUNTY ROAD 309
ReturnHeader/Filer/USAddress/CityNm0BRAZORIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077422
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741699466
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FITTS ROBERTS & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05718 WESTHEIMER 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077057
ReturnHeader/PreparerPersonGrp/PhoneNum07132605230
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY W ISENSEE CPA
ReturnHeader/ReturnTs02022-08-15T09:47:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LELAND
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WINSTON MD
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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