Burkhart Research Institute for Orthopaedics
Nonprofit profile at a glance
- EIN
- 113734980
- IRS 990-EZ coverage
- 2018–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2017
- Location
- San Antonio, TX, USA
- Phone
- 2108045402
- Rating
- 81
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Alcohol, Drug and Substance Abuse, Dependency Prevention and Treatment
Reported finances
- Revenue
- $173,671
- Expenses
- $97,299
- Assets
- $213,732
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
People named in this filing
- Andrew Sheean MD (Board Member)
- Robert Hartzler MD (Board Member)
- Stephen Burkhart MD (Chairman)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Burkhart Research Institute for Orthopaedics is committed to excellence in research, training, and education in the field of orthopaedics.
What it reported doing in 2024
BURKHART RESEARCH INSTITUTE FOR ORTHOPAEDICS SERVES AS AN ACADEMIC RESEARCH CENTER AS WELL AS A CLINICAL RESEARCH SITE CONDUCTING INDUSTRY RESEARCH.BURKHART RESEARCH INSTITUTE FOR ORTHOPAEDICS received in kind contributions for volunteer services, professional services, and occupancy totaling $144,789.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work.
Rating breakdown
- Financial Efficiency: 64
- Transparency & Controls: 100
- Sustainability: 75
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 49.4%; rating input score 49
- Program expense ratio: 88.2%; rating input score 88
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 44%; rating input score 91; 91st percentile among comparable filings
- Total-asset coverage ratio: 2.2; rating input score 83; 83rd percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 12.8% per year; rating input score 100; 66th percentile among comparable filings
- Revenue growth: 11.7% per year; rating input score 100; 71st percentile among comparable filings
- Asset growth: 7.2% per year; rating input score 100; 52nd percentile among comparable filings
Details
- Where the money goes: 49.4% of revenue deployed · 88.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $86K in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 3 filed schedules
- Filing history: 7 filing years from 2018 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 49/100.