Nonprofit · EIN 76-0497352
INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION
Tax-exempt · BELLAIRE, TX 77401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $32,500 | $20,042 | $12,458 | $16,391 | $0 | $16,391 |
| December 31, 2023 | 990 | $10,000 | $16,509 | -$6,509 | $3,933 | $0 | $3,933 |
| December 31, 2022 | 990 | $32,388 | $34,030 | -$1,642 | $10,442 | $0 | $10,442 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $32,500
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $20,042
Balance sheet and other
- Total assets, start of year
- $3,933
- Total assets, end of year
- $16,391
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,391
- Gross receipts
- $32,500
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1995
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM J BRYAN MD | EX OFFICIO Trustee or director | 0.5 | $0 |
| STEVEN INCAVO MD | EX OFFICIO Trustee or director | 0.5 | $0 |
| KENNETH MATHIS MD | EX OFFICIO Trustee or director | 1 | $0 |
| BRADLEY WEINER MD | VICE PRESIDENT Officer | 1 | $0 |
| JAMES BOCELL MD | PRESIDENT Officer | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM J BRYAN MD | EX OFFICIO Trustee or director | 0.5 | $0 |
| STEVEN INCAVO MD | EX OFFICIO Trustee or director | 0.5 | $0 |
| KENNETH MATHIS MD | EX OFFICIO Trustee or director | 1 | $0 |
| BRADLEY WEINER MD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JAMES BOCELL MD | PRESIDENT Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2022: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM J BRYAN MD | EX OFFICIO Trustee or director | 0.5 | $0 |
| STEVEN INCAVO MD | EX OFFICIO Trustee or director | 0.5 | $0 |
| KENNETH MATHIS MD | EX OFFICIO Trustee or director | 1 | $0 |
| BRADLEY WEINER MD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JAMES BOCELL MD | PRESIDENT Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5420 WEST LOOP S STE 1300, BELLAIRE, TX 77401-2115
- In care of
- % STEPHEN I ESSES M D
- Principal officer (990 for 2024)
- JAMES BOCELL MD, 5420 WEST LOOP SOUTH SUITE 1300, BELLAIRE, TX 77401
- Signed the 990
- JAMES BOCELL MD, PRESIDENT
- Phone
- (713) 486-1156
- Website
- WWW.IORE.NET
- Return prepared by
- HEARD MCELROY & VESTAL LLC
Mission
IORE'S FUNDAMENTAL RESEARCH MISSION IS TO PROVIDE THE FACILITIES REQUIRED TO ENABLE ORTHOPEDIC FACULTY, RESIDENTS AND FELLOWS TO ACHIEVE NATIONAL AND INTERNATIONAL PROMINENCE THROUGH APPLIED RESEARCH OF THE VERY HIGHEST STANDARD. THE ENTITY IS IN THE PROCESS OF WINDING DOWN.
Program accomplishments
- PROVIDE 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.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 76-0497352
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Health care (E30)
- Assets (IRS master file)
- $16,391
- Income (IRS master file)
- $32,500
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $32,500 | $20,042 | $16,391 | XML |
| 990 | December 2023 | $10,000 | $16,509 | $3,933 | XML |
| 990 | December 2022 | $32,388 | $34,030 | $10,442 | XML |
| 990 | December 2021 | $20,000 | $319,409 | $12,084 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 76-0497352).
Questions about INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION
- What is the EIN of INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION?
- The employer identification number (EIN) of INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION is 76-0497352.
- Is INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION?
- The 990 for the year ended December 31, 2024 names JAMES BOCELL MD.
- Who are the officers and directors of INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $32,500, expenses of $20,042 and total assets of $16,391 at year end.
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