Civic Intelligence

Orthopedic Athletic & Reconstructive Research Foundation

990 • Fiscal year 2020 • EIN 76-0257078

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 25, 2021

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

(713) 799-2429

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

3rd percentile

-418%

Higher net margin than 3% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

22nd percentile

-17%

Faster asset growth than 22% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

171%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$318,904

Down $63,546 (-17%) from 2019

Net Assets

Down

$318,904

Down $63,546 (-17%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin3rd percentile

Revenue

Up

$15,203

Up $9,592 (+171%) from 2019

Expenses

Up

$78,749

Up $51,469 (+189%) from 2019

Net Income

Down

-$63,546

Down $41,877 (-193%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2020

Assets$318,904
Liabilities$0
Net Assets$318,904
Open 2020 Filing

Operations Trend

Revenue Growth96th 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

2020

Revenue$15,203
Expenses$78,749
Net Income-$63,546
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 25, 2021
Return Version
2019v5.2
Gross Receipts
$207,190
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$382,450$318,904▼ $63,546
Investments in Publicly Traded Securities$372,605$270,338▼ $102,267
Savings and Temporary Cash Investments$5,035$44,891▲ $39,856
Cash and Non-Interest-Bearing Accounts$4,810$3,675▼ $1,135
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$382,450$318,904▼ $63,546
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$382,450$318,904▼ $63,546
Total Liabilities and Net Assets / Fund Balance$382,450$318,904▼ $63,546

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$1,637$1,637
Other Land Buildings$0$1,533$1,533
Compensation and Service Providers
Top Officer Pay76th 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
$15,203
Other Revenue
$0
Change in Net Assets
$-63,546
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$28,749
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Fees for Services Accounting-$11,827-$11,827
Conferences and Meetings$11,517--$11,517
Fees for Service Investment Mgmnt Fees-$2,616-$2,616
Occupancy$911--$911
Information Technology$670--$670
Office Expenses$578$8-$586
Other Expenses$52--$52
Total Functional Expenses$64,298$14,451$0$78,749
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
William Marsh Rice UniversityHouston, TX501(c)(3)Support Educational Scholarships$50,000
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 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 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
7137992429
Address
6400 FANNIN STREET NO 1700, HOUSTON, TX 77030

Signing Officer

Name
Leland Winston Md
Title
President
Phone
7137992429
Signed
2021-02-25
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 and from grants. The organization plans to transfer its funds to another tax-exempt organization for use in furthering medical research in orthopedics.”

Raw XML Appendix355 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/BackupWthldComplianceInd01
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IRS990/BooksInCareOfDetail/PhoneNum07137992429
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
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IRS990/GrantAmt050000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050000
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0199725
IRS990/GrossReceiptsAmt0207190
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt07465
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07465
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0372605
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0270338
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03170
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt03170
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0191987
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetAssetsOrFundBalancesBOYAmt0382450
IRS990/NetAssetsOrFundBalancesEOYAmt0318904
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OperateHospitalInd00
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IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0DUES, LICENSES & SUBSCR
IRS990/OtherExpensesGrp/Desc1GIFTS
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WILLIAM MARSH RICE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0741109620
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1892
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0772511892
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S OFFICERS AND DIRECTORS PERSONALLY OBSERVED THE ACTUAL IMPLEMENTATON OF THE FACILITIES AT RICE UNIVERSITY FOR SPORTS MEDICINE TRAINING FOR WHICH GRANTS WERE MADE IN PRIOR YEARS, SINCE THEY AND THE PHYSICIANS WHO RECEIVED TRANING FELLOWSHIPS PRACTICED MEDICINE IN THE FACILITIES FUNDED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
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 AND FROM GRANTS. THE ORGANIZATION PLANS TO TRANSFER ITS FUNDS TO ANOTHER TAX-EXEMPT ORGANIZATION FOR USE IN FURTHERING MEDICAL RESEARCH IN ORTHOPEDICS.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/USAddress/AddressLine1Txt06400 FANNIN STREET NO 1700
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077030
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LELAND WINSTON MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07137992429
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORTHOPEDIC ATHLETIC & RECONSTRUCTIVE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RESEARCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ORTH
ReturnHeader/Filer/EIN0760257078
ReturnHeader/Filer/PhoneNum07137992429
ReturnHeader/Filer/USAddress/AddressLine1Txt06400 FANNIN STREET NO 1700
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
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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/PreparationDt02021-02-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARRY W ISENSEE CPA
ReturnHeader/ReturnTs02021-03-08T16:57:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$318,904
Liabilities
$0
Net assets
$318,904
Revenue
$15,203
Expenses
$78,749
Net income
-$63,546
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