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Nonprofiteer
← ANDERSON ORTHOPAEDIC RESEARCH INSTITUTE

Form 990 for tax year 2022

Filed by ANDERSON ORTHOPAEDIC RESEARCH INSTITUTE.

Totals

Total revenue
$1,152,046
Total expenses
$884,146
Contributions and grants received
$634,429
Grants paid
$0
Program service revenue
$179,478
Investment income
$338,139
Other revenue
$0
Total assets, end of year
$13,634,844
Total liabilities, end of year
$134,518
Net assets or fund balances, end of year
$13,500,326
Program services expenses (Part IX)
$761,666
Management and general expenses
$116,675
Fundraising expenses
$5,805
Program service expenses (Part III)
$761,666

Program services were 86.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $634,429

  • 2a · Program service revenue: RESEARCH-RELATED SERVICES

    total $137,442 · related or exempt $137,442

  • 2b · Program service revenue: RESEARCH/GRANT PROCEEDS

    total $42,036 · related or exempt $42,036

  • 3 · Investment income

    total $189,561 · excluded $189,561

  • 7a · Gross sales of assets other than inventory

    securities $2,682,305

  • 7b · Less cost or other basis and sales expenses

    securities $2,533,727

  • 7c · Gain or loss

    securities $148,578

  • 7d · Net gain or loss

    total $148,578 · excluded $148,578

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $171,275 · program services $139,745 · management and general $30,548 · fundraising $982

  • 7 · Other salaries and wages

    total $476,648 · program services $388,901 · management and general $85,014 · fundraising $2,733

  • 9 · Other employee benefits

    total $32,091 · program services $26,183 · management and general $5,724 · fundraising $184

  • 10 · Payroll taxes

    total $46,121 · program services $37,631 · management and general $8,226 · fundraising $264

  • 11c · Fees: accounting

    total $6,400 · management and general $6,400

  • 11f · Fees: investment management

    total $58,344 · management and general $58,344

  • 11g · Fees: other

    total $26,398 · program services $26,009 · fundraising $389

  • 13 · Office expenses

    total $17,666 · program services $16,884 · management and general $620 · fundraising $162

  • 16 · Occupancy

    total $69,422 · program services $51,372 · management and general $17,356 · fundraising $694

  • 17 · Travel

    total $5,063 · program services $5,063

  • 19 · Conferences, conventions and meetings

    total $12,603 · program services $12,572 · management and general $31

  • 22 · Depreciation, depletion and amortization

    total $633 · program services $469 · management and general $158 · fundraising $6

  • 23 · Insurance

    total $6,220 · program services $3,886 · management and general $2,334

  • 24a · Other expenses: TAXES AND LICENSES

    total $33,759 · program services $32,803 · management and general $956 · fundraising $0

  • 24b · Other expenses: PROGRAM EXPENSES

    total $13,558 · program services $13,558

  • 24c · Other expenses: GIFTS

    total $2,629 · program services $2,238 · fundraising $391

  • 24d · Other expenses: MOVING AND RELOCATING

    total $2,500 · program services $2,500

  • 24e · All other expenses

    total -$97,184 · program services $1,852 · management and general -$99,036

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $750,450 · end of year $592,967

  • 10a · Land, buildings and equipment: cost or other basis

    $132,694

  • 10b · Land, buildings and equipment: accumulated depreciation

    $131,840

  • 10c · Land, buildings and equipment, net

    beginning of year $1,487 · end of year $854

  • 12 · Investments: other securities

    beginning of year $12,902,824 · end of year $13,038,855

  • 15 · Other assets

    beginning of year $2,314 · end of year $2,168

  • 18 · Grants payable

    beginning of year $131,514 · end of year $134,518

  • 27 · Net assets without donor restrictions

    beginning of year $9,096,283 · end of year $13,500,326

  • 28 · Net assets with donor restrictions

    beginning of year $4,429,278 · end of year $0

Mission and programs · 2022

Mission

TO CONDUCT SCIENTIFIC RESEARCH AND EDUCATE HEALTH CARE PROFESSIONALS IN ORTHOPAEDICS AND RHEUMATOLOGY.

Activities or mission (Part I)

TO CONDUCT SCIENTIFIC RESEARCH AND EDUCATE HEALTH CARE PROFESSIONALS IN ORTHOPAEDICS & RHEUMATOLOGY

  • THE FUNDING RECEIVED BY THE ANDERSON ORTHOPAEDIC RESEARCH INSTITUTE (AORI) IS USED TO CONDUCT MEDICAL RESEARCH RELATED TO HIP, KNEE AND SHOULDER JOINT REPLACEMENTS. AORI CONDUCTS BOTH PROSPECTIVE AND RETROSPECTIVE STUDIES WITH THE ULTIMATE GOAL OF SHARING RESEARCH FINDINGS WITH THE BROADER MEDICAL COMMUNITY, INCLUDING PATIENTS, THROUGH PUBLICATIONS AND PRESENTATIONS. PROSPECTIVE STUDIES, WHERE VOLUNTEERS CONSENT TO PARTICIPATE, ARE MANAGED BY AORI'S CLINICAL RESEARCH STAFF. THESE STAFF MEMBERS HELP DESIGN STUDY PROTOCOLS, OBTAIN INSTITUTIONAL REVIEW BOARD APPROVAL, CONSENT PATIENTS, MANAGE DATA COLLECTION, SCHEDULE FOLLOW-UP VISITS, ANALYZE OUTCOME DATA AND SUMMARIZE THE RESEARCH RESULTS FOR STUDY SPONSORS AND PEER-REVIEW JOURNAL PUBLICATIONS. RETROSPECTIVE STUDIES, WHICH USE PRE-EXISTING MEDICAL DATA, ARE CONDUCTED USING AORI'S ELECTRONIC OUTCOMES DATABASE THAT ARCHIVES SURGICAL PROCEDURES, CLINICAL VISITS AND ADVERSE EVENTS. BY ANALYZING THE DATA ARCHIVED IN AORI'S INSTITUTIONAL DATABASE, AORI STAFF MEMBERS ARE ABLE TO ASSESS THE OUTCOME OF DIFFERENT TYPES OF IMPLANTS AMONG UNIQUE GROUPS OF PATIENTS. THE FUNDING RECEIVED BY AORI SUPPORTS STAFF SALARIES AND BENEFITS, PAYS FOR LABORATORY SUPPLIES AND CLINICAL TESTS THAT ARE NOT STANDARD-OF-CARE, AND IS USED FOR FEES CHARGED BY AGENCIES THAT OVERSEE AORI'S RESEARCH ACTIVITIES. ASSETS SUCH AS COMPUTERS, LABORATORY TESTING EQUIPMENT AND ANALYSIS SOFTWARE ARE ALSO PURCHASED WITH THE FUNDS RECEIVED BY AORI. FUNDING IS ALSO USED TO PRODUCE A PERIODIC NEWSLETTER THAT IS MAILED OUT TO APPROXIMATELY 29,000 PEOPLE. DURING THE PAST YEAR, AORI-AFFILIATED RESEARCHERS PUBLISHED 25 PAPERS IN ORTHOPAEDIC JOURNALS AND 1 BOOK CHAPTER. AORI RESEARCHERS ALSO PRESENTED 19 SCIENTIFIC TALKS AND 10 POSTERS AT NATIONAL AND INTERNATIONAL ORTHOPAEDIC MEETINGS.

    Expenses $761,666 · Revenue $179,478

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kevin B Fricka

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William G Hamilton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Charles K Collum

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John D Schanz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • R Michael Meneghini

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tim Danehower

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • C Anderson Engh Jr

    MEDICAL DIRECTOR/TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael E Wicks

    TREASURER/TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brian T Karlisch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Roberta Tinch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kay Goss

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert Hopper Jr

    EXECUTIVE DIRECTOR

    Total calculated
    $151,176
    From this org
    $131,000
    From related orgs
    $0
    Other
    $20,176
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $20,176
    Filer's total
    $151,176

  • Henry Ho

    SR. PROJECT DIRECTOR

    Total calculated
    $129,748
    From this org
    $128,319
    From related orgs
    $0
    Other
    $1,429
    Hours/week
    40

  • Nancy Parks

    SR. PROJECT DIRECTOR

    Total calculated
    $140,596
    From this org
    $130,227
    From related orgs
    $0
    Other
    $10,369
    Hours/week
    40

  • Susan Sensi

    ADMINISTRATOR

    Total calculated
    $121,630
    From this org
    $111,261
    From related orgs
    $0
    Other
    $10,369
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
10 October 2023
IRS schema version
2022v5.0
Source object
202342859349300514

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