ANDERSON ORTHOPAEDIC RESEARCH INSTITUTE

EIN: 237162048 501(c)(3)

ALEXANDRIA, VA

Total Revenue
$1,327,915
Total Expenses
$797,981
Total Assets
$15,507,733
Net Assets
$15,286,733
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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
VA
Principal Officer
ROBERT H HOPPER JR
Phone
7036194411
Tax Period
2023-06-01 to 2024-05-31

ANDERSON ORTHOPAEDIC RESEARCH INSTITUTE, founded in 1972, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $530K, a strong 40% operating margin.

Mission

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

Program Service Accomplishments

Program 1
Expenses: $684,009 Revenue: $193,018

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...

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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.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $463,129
Program Service Revenue $193,018
Investment Income $671,768
Other Revenue $0
TOTAL REVENUE $1,327,915

Expense Breakdown

Grants Paid $0
Salaries & Benefits $706,068
Fundraising Expenses $2,996
Program Expenses $684,009
Other Expenses $91,913
TOTAL EXPENSES $797,981

Year-over-Year Comparison

2023 2022 Change
Revenue $1,327,915 $1,152,046 +0.2%
Expenses $797,981 $884,146 -0.1%
Net Income $529,934 $267,900 +1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
10
Employees
12
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$151,515
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
C ANDERSON ENGH JR PRESIDENT/MEDICAL DIRECTOR/TRUSTEE 1.00
Officer Director
$0 $0 $0
MICHAEL E WICKS TREASURER/TRUSTEE 1.00
Officer Director
$0 $0 $0
KEVIN B FRICKA TRUSTEE 1.00
Director
$0 $0 $0
WILLIAM G HAMILTON TRUSTEE 1.00
Director
$0 $0 $0
CHARLES K COLLUM TRUSTEE 1.00
Director
$0 $0 $0
JOHN D SCHANZ TRUSTEE 1.00
Director
$0 $0 $0
TIM DANEHOWER TRUSTEE 1.00
Director
$0 $0 $0
BRIAN T KARLISCH TRUSTEE 1.00
Director
$0 $0 $0
KAY GOSS TRUSTEE 1.00
Director
$0 $0 $0
MARSHALL MARAN TRUSTEE 1.00
Director
$0 $0 $0
ROBERT HOPPER JR EXECUTIVE DIRECTOR 40.00
Officer
$131,340 $20,175 $151,515
SUSAN SENSI SECRETARY/ADMINISTRATOR 40.00
Highest
$113,390 $10,368 $123,758
HENRY HO SR. PROJECT DIRECTOR 40.00
Highest
$135,948 $1,430 $137,378
NANCY PARKS SR. PROJECT DIRECTOR 40.00
Highest
$133,525 $10,368 $143,893
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $1,327,915 $797,981 $15,507,733 $529,934
2023 $1,152,046 $884,146 $13,634,844 $267,900
2022 $2,555,156 $935,790 $13,657,075 $1,619,366
2021 $1,464,280 $1,032,082 $14,385,609 $432,198
2020 $2,360,830 $1,082,973 $12,482,134 $1,277,857
2019 $1,237,928 $982,842 $10,425,049 $255,086
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