Civic Intelligence

Institute of Orthopedic Research and Education

EIN 76-0497352 • 501(c)3 • Bellaire, TX

View Organization Page

Profile

Iore's fundamental research mission is to provide the staff and facilities required to enable orthopedic faculty, residents and fellows to achieve national and international prominence through applied research of the very highest standard.

5420 West Loop South Suite 1300Bellaire, TX 77401

www.iore.net

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

97th percentile

317%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

225%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$16,391

Up $12,458 (+317%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$16,391

Up $12,458 (+317%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin85th percentile

Revenue

Up

$32,500

Up $22,500 (+225%) from 2023

Expenses

Up

$20,042

Up $3,533 (+21%) from 2023

Net Income

Up

$12,458

Up $18,967 (+291%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$600K$400K$200K$0Assets 2010: $435,086Liabilities 2010: $0Net Assets 2010: $435,0862010Assets 2011: $323,970Liabilities 2011: $0Net Assets 2011: $323,9702011Assets 2012: $275,138Liabilities 2012: $16,159Net Assets 2012: $258,9792012Assets 2013: $204,844Liabilities 2013: $8,774Net Assets 2013: $196,0702013Assets 2014: $298,614Liabilities 2014: $14,664Net Assets 2014: $283,9502014Assets 2015: $217,974Liabilities 2015: $15,950Net Assets 2015: $202,0242015Assets 2016: $335,387Liabilities 2016: $16,095Net Assets 2016: $319,2922016Assets 2017: $291,349Liabilities 2017: $11,495Net Assets 2017: $279,8542017Assets 2018: $157,013Liabilities 2018: $5,419Net Assets 2018: $151,5942018Assets 2019: $96,883Liabilities 2019: $2,641Net Assets 2019: $94,2422019Assets 2020: $58,494Liabilities 2020: $574Net Assets 2020: $57,9202020Assets 2021: $12,084Liabilities 2021: $0Net Assets 2021: $12,0842021Assets 2022: $10,442Liabilities 2022: $0Net Assets 2022: $10,4422022Assets 2023: $3,933Liabilities 2023: $0Net Assets 2023: $3,9332023Assets 2024: $16,391Liabilities 2024: $0Net Assets 2024: $16,3912024

Highlighted filing

2024

Assets$16,391
Liabilities$0
Net Assets$16,391
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,197,1632010Expenses 2011: $1,130,0962011Expenses 2012: $1,339,8392012Revenue 2013: $1,315,534Expenses 2013: $1,378,443Net Income 2013: -$62,9092013Revenue 2014: $1,405,346Expenses 2014: $1,318,142Net Income 2014: $87,2042014Revenue 2015: $1,261,945Expenses 2015: $1,343,871Net Income 2015: -$81,9262015Revenue 2016: $1,403,216Expenses 2016: $1,285,948Net Income 2016: $117,2682016Revenue 2017: $1,042,844Expenses 2017: $1,082,282Net Income 2017: -$39,4382017Revenue 2018: $773,349Expenses 2018: $902,460Net Income 2018: -$129,1112018Revenue 2019: $136,280Expenses 2019: $193,632Net Income 2019: -$57,3522019Revenue 2020: $29,434Expenses 2020: $65,756Net Income 2020: -$36,3222020Revenue 2021: $20,000Expenses 2021: $319,409Net Income 2021: -$299,4092021Revenue 2022: $32,388Expenses 2022: $34,030Net Income 2022: -$1,6422022Revenue 2023: $10,000Expenses 2023: $16,509Net Income 2023: -$6,5092023Revenue 2024: $32,500Expenses 2024: $20,042Net Income 2024: $12,4582024

Highlighted filing

2024

Revenue$32,500
Expenses$20,042
Net Income$12,458
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$16,391
Liabilities
$0
Net assets
$16,391
Revenue
$32,500
Expenses
$20,042
Net income
$12,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$0.03$0.02$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.01$0.02$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.03$0.03$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.02$0.32$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.00$0.06$0.03$0.07$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.00$0.09$0.14$0.19$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.16$0.01$0.15$0.77$0.90$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.01$0.28$1.04$1.08$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.02$0.32$1.40$1.29$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.02$0.20$1.26$1.34$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.01$0.28$1.41$1.32$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.20$1.32$1.38$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.02$0.26$1.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$1.13
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$1.20
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 10, 2023
Return Version
2021v4.2
Gross Receipts
$20,000
Mission and Program Overview

Mission

Iore's fundamental research mission is to provide the staff and facilities required to enable orthopedic faculty, residents and fellows to achieve national and international prominence through applied research of the very highest standard.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$49,893--
Rtn Earn Endowment Incm Other Fnds$57,920$12,084▼ $45,836
Cash and Non-Interest-Bearing Accounts$7,925$6,125▼ $1,800
Accounts Receivable$676--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$58,494$12,084▼ $46,410
Other Assets Total$0$5,959▲ $5,959
Liabilities
Accounts Payable and Accrued Expenses$574--
Total Liabilities$574$0▼ $574
Net Assets / Fund Balance
Total Net Assets Fund Balance$57,920$12,084▼ $45,836
Total Liabilities and Net Assets / Fund Balance$58,494$12,084▼ $46,410

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$5,959--
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
James Bocell MdPresident
Bradley Weiner MdVice President
Kenneth Mathis MdEx Officio
Steven Incavo MdEx Officio
William J Bryan MdEx Officio
Revenue and Support

Revenue Composition

Contributions and Grants
$20,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$20,000
Change in Net Assets
$-299,409
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$303,500
Other Expenses$15,909
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$303,500--$303,500
Other Expenses$1,018$255-$1,273
Fees for Services Accounting-$1,000-$1,000
Conferences and Meetings-$423-$423
Advertising-$400-$400
Fees for Services Legal-$380-$380
All Other Expenses-$128-$128
Total Functional Expenses$304,518$14,891$0$319,409
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The University of Texas Health Science Center at HoustonHouston, TX501(c)(3)To Support a Research Group in Advanced Technologies and Innovation in Joint Replacement at Ut$0
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
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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

“A copy of the 990 is provided to the organization's governing body before it is filed.”

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

“The board regularly and consistently monitors and enforces the compliance with the conflict of interest policy by overseeing the operations of the organization.”

Form 990, Part VI, Section B, Line 15

“The process for determining compensation includes a review and approval of the board, comparability data, and contemporaneous substantiation.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Institute of Orthopedic Research and
EIN
76-0497352
Phone
7134861156
Address
5420 WEST LOOP SOUTH SUITE 1300, BELLAIRE, TX 77401

Signing Officer

Name
James Bocell Md
Title
President
Phone
7134861156
Signed
2023-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Bocell Md
Formed
1995
Legal Domicile
TX
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
5

Preparer

Firm
Heard Mcelroy & Vestal LLC
Address
333 TEXAS STREET SUITE 1525, SHREVEPORT, LA 71101
Preparer
Roy E Prestwood
Phone
3184291525
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of assets to ut health 256,308.”

Raw XML AppendixShowing 400 of 466 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsReceivableGrp/BOYAmt0676
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0IORE'S FUNDAMENTAL RESEARCH MISSION IS TO PROVIDE THE STAFF AND FACILITIES REQUIRED TO ENABLE ORTHOPEDIC FACULTY, RESIDENTS AND FELLOWS TO ACHIEVE NATIONAL AND INTERNATIONAL PROMINENCE THROUGH APPLIED RESEARCH OF THE VERY HIGHEST STANDARD.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0400
IRS990/AdvertisingGrp/TotalAmt0400
IRS990/AllOtherContributionsAmt020000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0128
IRS990/AllOtherExpensesGrp/TotalAmt0128
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KIM MCCONN
IRS990/BooksInCareOfDetail/PhoneNum07136104270
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05420 WEST LOOP SOUTH SUITE 1300
IRS990/BooksInCareOfDetail/USAddress/CityNm0BELLAIRE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077401
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt07925
IRS990/CashNonInterestBearingGrp/EOYAmt06125
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0423
IRS990/ConferencesMeetingsGrp/TotalAmt0423
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt020000
IRS990/CYGrantsAndSimilarPaidAmt0303500
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt015909
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-299409
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0319409
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt020000
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE THE FACILITIES REQUIRED TO ENABLE ORTHOPEDIC FACULTY, RESIDENTS AND FELLOWS TO ACHIEVE NATIONAL AND INTERNATIONAL PROMINENCE THROUGH APPLIED RESEARCH OF THE VERY HIGHEST STANDARD. DURING THE YEAR, THE ENTITY TRANSFERRED ALL BUT SOME CASH TO THE UNIVERSITY OF TEXAS HEALTH.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0304518
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01000
IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0380
IRS990/FeesForServicesLegalGrp/TotalAmt0380
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM J BRYAN MD
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVEN INCAVO MD
IRS990/Form990PartVIISectionAGrp/PersonNm2KENNETH MATHIS MD
IRS990/Form990PartVIISectionAGrp/PersonNm3BRADLEY WEINER MD
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES BOCELL MD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt1EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt2EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt0303500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0303500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0303500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt020000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt049893
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt012084
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherChangesInNetAssetsAmt0256308
IRS990/OtherExpensesGrp/Desc0DUES/MEMBERSHIP
IRS990/OtherExpensesGrp/Desc1SERVICES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3SUPPLIES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21498
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IRS990/OtherExpensesGrp/TotalAmt21498
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IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd01
IRS990/PayPremiumsPrsnlBnftCntrctInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0405995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0677324
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt051
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0119
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0528
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0707
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00030
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0433
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0433
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99960
IRS990ScheduleA/PublicSupportTotal509Amt01998212
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt026870
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0136229
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0773230
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01041883
IRS990ScheduleA/Total509Grp/TotalAmt01998212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt026879
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0136280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0773349
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01042844
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01999352
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt05959
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CREDIT CARD OVERPAYMENT
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt05959
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0303500
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0ALL OF THE FIXED ASSETS OF IORE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT A RESEARCH GROUP IN ADVANCED TECHNOLOGIES AND INNOVATION IN JOINT REPLACEMENT AT UT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON
IRS990ScheduleI/RecipientTable/RecipientEIN0741761309
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt07000 FANIN SUITE 1200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077030
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0DONOR VALUE
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0ALL FIXED ASSETS
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02020-04-22
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0741761309
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt0303500
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0DONOR VALUE STATEMENT
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt07000 FANIN SUITE 1200
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0HOUSTON
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0TX
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd077030
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES THE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY OVERSEEING THE OPERATIONS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS FOR DETERMINING COMPENSATION INCLUDES A REVIEW AND APPROVAL OF THE BOARD, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER OF ASSETS TO UT HEALTH 256,308.
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 B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0322183447
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1030441756
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0SCIENTIFIC RESEARCH
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1MEDICAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0ADVANCED TECHNOLOGY IN ORTHOPEDICS LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1SOUTHWEST ORTHOPEDIC GROUP LLP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt06550 FANNIN ST STE 2512
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt16560 FANNIN ST STE 1016
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0HOUSTON
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1HOUSTON
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd1TX
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd077030
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd177030
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0203639243
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ORTHOPEDIC RESEARCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06560 FANNIN ST STE 1016
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HOUSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd077030
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH BASIS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2ADVANCED TECHNOLOGY IN ORTHOPEDICS LP
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3ADVANCED TECHNOLOGY IN ORTHOPEDICS LP
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt4ADVANCED TECHNOLOGY IN ORTHOPEDICS LP
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt5SOUTHWEST ORTHOPEDIC GROUP LLP
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt6SOUTHWEST ORTHOPEDIC GROUP LLP
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt7FOUNDATION FOR SOUTHWEST ORTHOPEDIC RESEARCH INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt4L
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt5M
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt6P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt7P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt058494
IRS990/TotalAssetsEOYAmt012084
IRS990/TotalAssetsGrp/BOYAmt058494
IRS990/TotalAssetsGrp/EOYAmt012084
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt020000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014891

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