Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 0 | 0 | 0 | 0 | 1,124,974 | 1,124,974 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | 0 | 0 | 0 | 0 | |
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | 0 | 0 | 0 | 0 | |
| 4 | Total. Add lines 1 through 3 | 1,124,974 | 1,124,974 | ||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 986,668 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 138,306 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,124,974 | 1,124,974 | ||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 0 | 0 | 0 | 0 | 562 | 562 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 9,064 | 9,064 | ||||
| 11 | Total support. Add lines 7 through 10. | 1,134,600 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| PART II, SHORT YEAR EXPLANATION: | THIS IS THE FOUNDATION'S INITIAL YEAR, IT WAS STARTED ON JANUARY 27, 2015, MAKING THE 2015 FISCAL YEAR A SHORT YEAR. |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 2 | THE NEW PROGRAM SERVICES ARE DESIGNED TO SUPPORT, EDUCATE AND GENERATE AWARENESS FOR NON-SURGICAL ALTERNATIVES TO CURRENT ORTHOPEDIC TREATMENTS. RESEARCH THE 'CONSUMER RESOURCE' RESEARCH PAGE WILL SUMMARIZE THE RISK AND BENEFITS OF DIFFERENT INTERVENTIONAL ORTHOPEDIC TREATMENTS BASED UPON OUR IN-HOUSE RESEARCH STUDIES. WE ANTICIPATE THIS EMPIRICALLY-DERIVED INFORMATION TO HELP BOTH CONSUMERS AND PHYSICIANS DETERMINE THE BEST COURSE OF INTERVENTIONAL TREATMENT. ANNUAL CONFERENCE THE CONFERENCE IS DESIGNED TO BE THE PREMIER INTERNATIONAL EVENT FOR LEADERS IN REGENERATIVE INTERVENTIONAL ORTHOPEDIC MEDICINE. THE VENUE IS DESIGNED FOR PHYSICIANS, REPRESENTING ACADEMIC AND CLINICAL RESEARCH PROGRAMS, AND BIOTECHNOLOGY INDUSTRY INTERESTS. HELD ANNUALLY, THIS CONFERENCE SEEKS TO ADVANCE THE SPECIALTY OF INTERVENTIONAL ORTHOPEDICS AND SPUR INNOVATION THROUGH THE SHARING OF SCIENTIFIC DISCOVERIES, BEST CLINICAL PRACTICES, NEW BUSINESS MODELS, AND PATIENT OUTCOMES. FELLOWSHIP GRANTS WE DONATE $50,000 ANNUALLY TO INCREASE SUPPORT FOR FELLOWS IN ORDER TO EXPAND THE REACH OF REGENERATIVE INTERVENTIONAL ORTHOPEDICS. FUNDING IS AVAILABLE TO ANY ACCREDITED U.S. MEDICAL SCHOOL THAT PROVIDES A PHYSICAL MEDICINE & REHABILITATION FELLOWSHIP PROGRAM, FOCUSING ON REGENERATIVE MEDICINE PROCEDURES THAT UTILIZE PLATELETS AND/OR AUTOLOGOUS OR ALLOGENIC STEM CELLS, FOR THE INTEREST OF CURING, MITIGATING OR MANAGING DISEASE. WITH THIS CONTRIBUTION, IT IS OUR HOPE TO COLLABORATE WITH MEDICAL INSTITUTIONS AND TO HELP ACCELERATE PIONEERING REGENERATIVE MEDICINE PROCEDURES TO ENHANCE PATIENT WELL BEING. WOUNDED WARRIOR PROGRAM AS U.S. SERVICE MEMBERS BATTLE ON MANY FRONTS ALL OVER THE GLOBE, PHYSICIANS PERFORMING PERCUTANEOUS ORTHOPEDICS ARE BREAKING GROUND ON NEW WAYS TO HELP THESE MEN AND WOMEN RECOVER WHEN THEY ARE WOUNDED. TO FACILITATE CARE OF OUR WOUNDED WARRIORS, THE FOUNDATION OFFERS ITS MEMBER PHYSICIANS GRANT FUNDING TO PROVIDE REGENERATIVE ORTHOPEDIC TREATMENTS FOR MEMBERS OF OUR MILITARY SUFFERING FROM MUSCULOSKELETAL INJURIES. THE FOUNDATION SUPPORTS IMPROVING THE HEALTH OF OUR AMERICAN HEROES BY INCREASING THE AWARENESS OF PERCUTANEOUS ORTHOPEDIC TREATMENT PROGRAMS. ACL INJURY PREVENTION PROGRAM THE FOUNDATION SEEKS TO EDUCATE AND GENERATE AWARENESS BY PROVIDING VALUABLE INFORMATION TO YOUNG FEMALE ATHLETES AND THOSE AT-RISK OF KNEE ACL INJURIES THROUGH EDUCATION AND TOOLS FOR EARLY DETECTION. THE FOUNDATION OFFERS A SHORT VIDEO ON OUR WEBSITE ILLUSTRATING THE JUMP TEST AND PROVIDES DOWNLOADABLE STRENGTH TRAINING EXERCISES. PATIENT REGISTRY TO DISCOVER, MEASURE AND ANALYZE CLINICAL OUTCOMES, THE FOUNDATION MANAGES AND MAINTAINS AN INDEPENDENT, NOT-FOR-PROFIT REGISTRY DATABASE FOR THE PURPOSE OF OBSERVATIONAL DATA COLLECTION THAT CAN BE USED TO ANSWER SPECIFIC RESEARCH QUESTIONS, MONITOR PATIENT OUTCOMES, AND STUDY THE BEST PRACTICES IN REGENERATIVE TREATMENT. |
| FORM 990, PART VI, SECTION A, LINE 7A | PURSUANT TO SECTION 3.02(B) OF THE BYLAWS OF THE FOUNDATION, DIRECTORS WILL BE APPOINTED BY THE BOARD OF DIRECTORS OF REGENERATIVE SCIENCES, LLC IN CONJUNCTION WITH EACH ANNUAL MEETING OF THE FOUNDATION'S BOARD OF DIRECTORS. FURTHERMORE, THE BOARD OF DIRECTORS OF REGENERATIVE SCIENCES, LLC MAY REMOVE, WITH OR WITHOUT CAUSE, AN APPOINTED DIRECTOR OF THE FOUNDATION PER SECTION 3.03(B) OF THE AFOREMENTIONED BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE DIRECTOR AND THE ACCOUNTANT WILL REVIEW FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD WILL AUTHORIZE AND OVERSEE AN ANNUAL REVIEW OF THE ADMINISTRATION OF THE CONFLICT OF INTEREST POLICY. THE REVIEW SHALL CONSIDER THE LEVEL OF COMPLIANCE WITH THE POLICY, THE CONTINUING SUITABILITY OF THE POLICY, AND WHETHER THE POLICY SHOULD BE MODIFIED AND IMPROVED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE EXECUTIVE DIRECTOR WILL BE DETERMINED BY THE BOARD, OR BY AN OFFICER OR COMMITTEE TO WHICH SUCH AUTHORITY HAS BEEN DELEGATED BY THE BOARD. EXCEPT AS PROVIDED IN THE CORPORATION'S CONFLICT OF INTEREST POLICY, THE COMPENSATION OF ALL OTHER STAFF OFFICERS WILL BE AS DETERMINED BY THE EXECUTIVE DIRECTOR, AFTER CONSULTATION WITH THE BOARD. TO THE EXTENT REASONABLY FEASIBLE, THE PERSON(S) DETERMINING COMPENSATION WILL: (1) OBTAIN DATA ON THE COMPENSATION OF OFFICERS HOLDING SIMILAR POSITIONS OF AUTHORITY WITHIN COMPARABLE ORGANIZATIONS; (2) SET THE COMPENSATION BASED ON SUCH DATA AND AN EVALUATION OF THE OFFICER'S PERFORMANCE AND EXPERIENCE AS RELATED TO THE REQUIREMENTS OF THE POSITION; AND (3) DOCUMENT THE BASIS FOR THE DETERMINATION, INCLUDING THE COMPARISON DATA USED, THE REQUIREMENTS OF THE POSITION AND THE EVALUATION OF THE OFFICER'S PERFORMANCE AND EXPERIENCE. NO PAYMENT OF COMPENSATION WILL BE MADE IN ANY MANNER TO RESULT IN THE IMPOSITION OF ANY LIABILITY UNDER SECTION 4958 IF THE INTERNAL REVENUE CODE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE FOUNDATION'S WEBSITE WWW.INTERVENTIONALORTHOPEDICS.ORG. |
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