2024-10-04T07:12:06-05:00 2024-05-31 541342298 KOSITZKA WICKS AND COMPANY 5270 SHAWNEE ROAD SUITE 250 ALEXANDRIA VA 22312 990 2023-06-01 237162048 ANDERSON ORTHOPAEDIC RESEARCH INSTITUTE ANDE 7036194411 2501 PARKERS LANE 200 ALEXANDRIA VA 22306 ROBERT H HOPPER JR EXECUTIVE DIRECTOR 7036194411 2024-09-30 1 1 JENNICA JARDINE WHITFIELD CPA P01379267 7036422700 2023 2024-10-15 13:58:12Z ROBERT H HOPPER JR 2501 PARKERS LANE 200 ALEXANDRIA VA 22306 5091109 0 X WWW.AORI.ORG X 1972 VA TO CONDUCT SCIENTIFIC RESEARCH AND EDUCATE HEALTH CARE PROFESSIONALS IN ORTHOPAEDICS & RHEUMATOLOGY 10 10 12 0 0 0 634429 463129 179478 193018 338139 671768 0 0 1152046 1327915 0 0 0 0 726135 706068 0 0 2996 158011 91913 884146 797981 267900 529934 13634844 15507733 134518 221000 13500326 15286733 X TO CONDUCT SCIENTIFIC RESEARCH AND EDUCATE HEALTH CARE PROFESSIONALS IN ORTHOPAEDICS AND RHEUMATOLOGY. 0 0 684009 193018 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 19 PAPERS IN ORTHOPAEDIC JOURNALS. AORI RESEARCHERS ALSO PRESENTED 34 SCIENTIFIC TALKS AND 17 POSTERS AT NATIONAL AND INTERNATIONAL ORTHOPAEDIC MEETINGS. 684009 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 12 1 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X THE INSTITUTE 7036194411 2501 PARKERS LANE 200 ALEXANDRIA VA 22306 C ANDERSON ENGH JR PRESIDENT/MEDICAL DIRECTOR/TRUSTEE 1.00 X X 0 0 0 MICHAEL E WICKS TREASURER/TRUSTEE 1.00 X X 0 0 0 KEVIN B FRICKA TRUSTEE 1.00 X 0 0 0 WILLIAM G HAMILTON TRUSTEE 1.00 X 0 0 0 CHARLES K COLLUM TRUSTEE 1.00 X 0 0 0 JOHN D SCHANZ TRUSTEE 1.00 X 0 0 0 TIM DANEHOWER TRUSTEE 1.00 X 0 0 0 BRIAN T KARLISCH TRUSTEE 1.00 X 0 0 0 KAY GOSS TRUSTEE 1.00 X 0 0 0 MARSHALL MARAN TRUSTEE 1.00 X 0 0 0 ROBERT HOPPER JR EXECUTIVE DIRECTOR 40.00 X 131340 0 20175 SUSAN SENSI SECRETARY/ADMINISTRATOR 40.00 X 113390 0 10368 HENRY HO SR. PROJECT DIRECTOR 40.00 X 135948 0 1430 NANCY PARKS SR. PROJECT DIRECTOR 40.00 X 133525 0 10368 514203 0 42341 4 0 1 0 0 463129 463129 RESEARCH-RELATED SERVICES 900099 128942 128942 RESEARCH/GRANT SERVICES 900099 64076 64076 193018 211438 211438 4223524 3763089 105 460435 -105 460330 460330 1327915 193018 0 671768 173394 141480 30920 994 461929 376302 84376 1251 25831 21035 4753 43 44914 36603 8155 156 8800 8800 63977 63977 9900 9900 10622 10029 550 43 543 543 50836 37619 12709 508 3924 3924 4841 3428 1413 110 82 27 1 4048 1714 2334 TAXES AND LICENSES 26431 25509 922 0 PROGRAM EXPENSES 12052 12052 GIFTS 1980 1980 PHOTOS AND PUBLICATIONS 1809 1809 -107960 -107960 797981 684009 110976 2996 592967 792347 51331 50693 854 638 13038855 14710676 2168 4072 13634844 15507733 134518 221000 134518 221000 X 13500326 15286733 13500326 15286733 13634844 15507733 529934 1256473 0 X 0 0 0 X INOVA MT VERNON HOSPITAL ALEXANDRIA VA RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51331 50693 638 638 STOCKS, BONDS, MUNICIPAL 14664900 F CASH AND SWEEP ACCOUNTS 45776 C 14710676 0 0 0 0 0 0 0 0 0 ROBERT HOPPER JR EXECUTIVE DIRECTOR 131340 0 0 0 0 0 0 0 0 20175 131340 20175 0 0 FORM 990, PART VI, SECTION A, LINE 2 WILLIAM G. HAMILTON, KEVIN B. FRICKA, AND C. ANDERSON ENGH ARE CO-OWNERS OF M2 ORTHOPEDIC PARTNERS, WHICH IS A PARENT COMPANY OF THE ANDERSON CLINIC, WITH WHOM AORI HAS A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A INOVA HEALTH SYSTEM CAN DESIGNATE ONE MEMBER OF THE BOARD OF TRUSTEES. THE ORGANIZATION AND INOVA COLLABORATE ON SOME RESEARCH AND INOVA PROVIDES FINANCIAL SUPPORT FOR THE INSTITUTE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES, EXECUTIVE DIRECTOR AND THE INSTITUTE'S ADMINISTRATOR REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR THE BOARD OF TRUSTEES AND EMPLOYEES ARE PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY, AS WELL AS HAVING THE POLICY INCLUDED IN THE EMPLOYEE HANDBOOK. EMPLOYEES ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST THEY MAY HAVE AND SIGN THE DOCUMENT, WHICH IS KEPT ON FILE BY THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR AND KEY EMPLOYEES IS APPROVED ANNUALLY BY AORI'S MEDICAL DIRECTOR AND PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE REQUESTED INFORMATION IS AVAILABLE TO THE INTERESTED PARTIES UPON REQUEST. ANDERSON CLINIC POST-GRADUATE MEDICAL EDUCATION FOUNDATION 2501 PARKERS LANE ALEXANDRIA VA 22306 541632197 FELLOWSHIP PROGRAM VA 501(C)(3) 509(A)(2) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 ANDERSON CLINIC POST-GRADUATE MEDICAL EDUCATION FOUNDATION Q 236902 CASH VALUE