Civic Intelligence

Orthopedic Athletic & Reconstructive Research Foundation

990 • Fiscal year 2019 • EIN 76-0257078

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 29, 2020

Organization ProfileN/A
6400 Fannin Street No 1700Houston, TX 77030

(281) 633-1796

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

1st percentile

-386%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

23rd percentile

-5.4%

Faster asset growth than 23% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-75%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$382,450

Down $21,669 (-5.4%) from 2018

Net Assets

Down

$382,450

Down $21,669 (-5.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin1st percentile

Revenue

Down

$5,611

Down $16,751 (-75%) from 2018

Expenses

Down

$27,280

Down $3,989 (-13%) from 2018

Net Income

Down

-$21,669

Down $12,762 (-143%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$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

2019

Assets$382,450
Liabilities$0
Net Assets$382,450
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$5,611
Expenses$27,280
Net Income-$21,669
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 29, 2020
Return Version
2018v3.2
Gross Receipts
$502,690
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 through clinical encounters/conferences

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$404,119$382,450▼ $21,669
Investments in Publicly Traded Securities$394,194$372,605▼ $21,589
Savings and Temporary Cash Investments$8,879$5,035▼ $3,844
Cash and Non-Interest-Bearing Accounts$1,012$4,810▲ $3,798
Land, Buildings, and Equipment, Net$34$0▼ $34
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$404,119$382,450▼ $21,669
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$404,119$382,450▼ $21,669
Total Liabilities and Net Assets / Fund Balance$404,119$382,450▼ $21,669

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$36,869$36,869
Other Land Buildings$0$7,066$7,066
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,611
Other Revenue
$0
Change in Net Assets
$-21,669
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,280
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,000--$10,000
Conferences and Meetings$3,305--$3,305
Fees for Services Accounting-$3,243-$3,243
Fees for Service Investment Mgmnt Fees-$3,044-$3,044
Information Technology$2,571--$2,571
Occupancy$2,399--$2,399
Other Expenses$349--$349
Office Expenses$170$174-$344
Interest$56--$56
Depreciation Depletion$34--$34
Total Functional Expenses$20,819$6,461$0$27,280
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
William Marsh Rice UniversityHouston, TX501(c)(3)General Fund$10,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
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 director 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
2816331796
Address
6400 FANNIN STREET NO 1700, HOUSTON, TX 77030

Signing Officer

Name
Leland Winston Md
Title
President
Phone
7137992429
Signed
2020-06-29
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 was forced, due to dramatic reductions in supporting grants from other medical research entities and due to significant decreases in medical insurance payments for patient research treatments, to cease its program of employing new doctors for one year research fellowships in athletic and reconstructive orthopedic medicine and research. The organization is considering the appropriate way to devote its remaining investment assets to support similar research activties in the same fields of orthopedic medicine.”

Raw XML Appendix371 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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IRS990/LandBldgEquipCostOrOtherBssAmt043935
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WILLIAM MARSH RICE UNIVERSITY
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S OFFICERS AND DIRECTORS PERSONALLY OBSERVE THE ACTUAL IMPLEMENTATON OF THE FACILITIES AT RICE UNIVERSITY FOR SPORTS MEDICINE TRAINING FOR WHICH GRANTS ARE MADE, SINCE THEY AND THE PHYSICIANS WHO RECEIVE TRANING FELLOWSHIPS PRACTICE MEDICINE IN THE FACILITIES FUNDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WAS FORCED, DUE TO DRAMATIC REDUCTIONS IN SUPPORTING GRANTS FROM OTHER MEDICAL RESEARCH ENTITIES AND DUE TO SIGNIFICANT DECREASES IN MEDICAL INSURANCE PAYMENTS FOR PATIENT RESEARCH TREATMENTS, TO CEASE ITS PROGRAM OF EMPLOYING NEW DOCTORS FOR ONE YEAR RESEARCH FELLOWSHIPS IN ATHLETIC AND RECONSTRUCTIVE ORTHOPEDIC MEDICINE AND RESEARCH. THE ORGANIZATION IS CONSIDERING THE APPROPRIATE WAY TO DEVOTE ITS REMAINING INVESTMENT ASSETS TO SUPPORT SIMILAR RESEARCH ACTIVTIES IN THE SAME FIELDS OF ORTHOPEDIC MEDICINE.
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 DIRECTOR 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
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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
$382,450
Liabilities
$0
Net assets
$382,450
Revenue
$5,611
Expenses
$27,280
Net income
-$21,669
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