ANDREWS RESEARCH & EDUCATION INSTITUTE LLC

Address
1020 GULF BREEZE PARKWAY
GULF BREEZE, FL 32561
Contact
Website: http://www.andrewsref.org
Phone: +1 (850) 916-8577
Nonprofit
NTEE: B05 - Research Institutes and/or Public Policy Analysis
EIN: 26-3263612

Mission

TO ADVANCE THE SCIENCE OF ORTHOPAEDIC CARE AND SPORTS MEDICINE TO EDUCATE NOT ONLY THE PROFESSIONAL COMMUNITY BUT ALSO THE GENERAL PUBLIC ON ISSUES THAT AFFECT THEIR DAILY HEALTH AND WELL-BEING.
 20172016201520142013
Basic features of the organization
Year of formation2005
Subsection code03
PF filing required0    
Metropolitan statistical area6080
Form of organization
Other form of orgTrue
Description of other form of orgLLC
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel  $0.00$0.00$153,501.00
Sum of reportable (W2/1099) compensation $0.00$0.00$0.00$0.00
Number of employees 0000
Number of people compensated >$100k 0000
Number of volunteers 0210
Number of highly compensated contractors 000 
Personnel
Andrews, James
TitleDIRECTORPRESIDENTPRESIDENTBoard MemberBoard Member
Name of key/compensated personJAMES ANDREWSJAMES R ANDREWS MDJames Andrews MDJames Andrews MDJames Andrews MD
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Current officer TrueTrue  
Officer, director, trustee, or key employeeTrue    
Average hours per week working for org 1.001.01.01.0
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org  $0.00$0.00$0.00
Bonus and incentive reportable compensation  $0.00$0.00$0.00
Other reportable compensation from org  $0.00$0.00$0.00
Retirement and other deferred compensation  $0.00$0.00$0.00
Nontaxable benefits from org  $0.00$0.00$0.00
Compensation from org previously reported as deferred  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$19,108.00$15,742.00$22,808.00
Sum of all compensation from org  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$2,641,844.00$2,650,567.00$2,646,014.00
Average hours per week working for related orgs  40.040.00.0
Faulkner, Mark
TitleDIRECTOR BOARD MEMBER-END DATE 12/31/14Board MemberBoard Member
Name of key/compensated personMARK FAULKNER Mark FaulknerMark FaulknerMark Faulkner
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Officer, director, trustee, or key employeeTrue    
Average hours per week working for org  1.01.01.0
Reportable compensation from org$0.00 $0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org  $0.00$0.00$0.00
Bonus and incentive reportable compensation  $0.00$0.00$0.00
Other reportable compensation from org  $0.00$0.00$0.00
Retirement and other deferred compensation  $0.00$0.00$0.00
Nontaxable benefits from org  $0.00$0.00$0.00
Compensation from org previously reported as deferred  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $188,068.00$96,950.00$71,592.00
Sum of all compensation from org  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $811,284.00$756,689.00$584,398.00
Average hours per week working for related orgs  49.049.049.0
Gilliland, Chad
TitleDIRECTOR BOARD MEMBER-END DATE 12/31/14Director/Board MemberDirector/Board Member
Name of key/compensated personCHAD GILLILAND Chad GillilandChad GillilandChad Gilliland
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Officer, director, trustee, or key employeeTrue    
Average hours per week working for org  40.040.040.0
Reportable compensation from org$0.00 $0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org  $0.00$0.00$0.00
Bonus and incentive reportable compensation  $0.00$0.00$0.00
Other reportable compensation from org  $0.00$0.00$0.00
Retirement and other deferred compensation  $0.00$0.00$0.00
Nontaxable benefits from org  $0.00$0.00$0.00
Compensation from org previously reported as deferred  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $24,282.00$26,494.00$23,326.00
Sum of all compensation from org  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $125,963.00$126,483.00$127,453.00
Average hours per week working for related orgs  0.00.00.0
Gilliland, Ronald
Title FORMER EXECUTIVE DIRECTOR   
Name of key/compensated person RONALD CHAD GILLILAND   
Position of compensated person
Current officer True   
Average hours per week working for org 1.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $19,920.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $123,636.00   
Average hours per week working for related orgs 40.00   
Gleason, Michael
Title  SVP/CFO-END DATE 12/31/14  
Name of key/compensated person  MICHAEL GLEASON  
Position of compensated person
Current officer  True  
Average hours per week working for org  4.0  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Average hours per week working for related orgs  46.0  
Gray, Ed
TitleDIRECTOR    
Name of key/compensated personED GRAY III    
Officer, director, trustee, or key employeeTrue    
Reportable compensation from org$0.00    
Gray, Edward
Title VICE PRESIDENTVICE PRESIDENTChairmanChairman
Name of key/compensated person EDWARD GRAY IIIEdward M Gray IIIEdward M Gray IIIEdward M Gray III
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Current officer TrueTrueTrueTrue
Average hours per week working for org 1.001.01.01.0
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Average hours per week working for related orgs  1.01.01.0
Gupta, Sunil
Title TREASURERTREASURER-START DATE 1/1/2015  
Name of key/compensated person SUNIL GUPTA MDSUNIL GUPTA MD  
Position of compensated person
Current individual trustee or director TrueTrue  
Current officer TrueTrue  
Average hours per week working for org 1.001.0  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$11,250.00  
Average hours per week working for related orgs  0.0  
Harriman, Robert
Title    Board Member/Administrator
Name of key/compensated person    Robert Harriman
Position of compensated person
Current individual trustee or director    True
Current officer    True
Average hours per week working for org    1.0
Reportable compensation from org    $0.00
Breakdown of reportable comp
Base reportable compensation from org    $0.00
Bonus and incentive reportable compensation    $0.00
Other reportable compensation from org    $0.00
Retirement and other deferred compensation    $0.00
Nontaxable benefits from org    $0.00
Compensation from org previously reported as deferred    $0.00
Other comp, non-reportable, from org and related orgs    $49,784.00
Sum of all compensation from org    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $298,251.00
Average hours per week working for related orgs    49.0
Mathews, Mary
TitleDIRECTOR    
Name of key/compensated personMARY MATHEWS    
Officer, director, trustee, or key employeeTrue    
Reportable compensation from org$0.00    
McDonald, Jon
Title OPERATIONS AND FINANCE DIRECTOR   
Name of key/compensated person JON MCDONALD   
Position of compensated person
Current officer True   
Average hours per week working for org 1.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $16,798.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $81,757.00   
Average hours per week working for related orgs 40.00   
Nobles, Sharon
TitleDIRECTOR BOARD MEMBER-END DATE 12/31/14Manager/Board Member 
Name of key/compensated personSHARON NOBLES SHARON NOBLESSharon Nobles 
Position of compensated person
Current individual trustee or director  TrueTrue 
Officer, director, trustee, or key employeeTrue    
Average hours per week working for org  1.01.0 
Reportable compensation from org$0.00 $0.00$0.00 
Breakdown of reportable comp
Base reportable compensation from org  $0.00$0.00 
Bonus and incentive reportable compensation  $0.00$0.00 
Other reportable compensation from org  $0.00$0.00 
Retirement and other deferred compensation  $0.00$0.00 
Nontaxable benefits from org  $0.00$0.00 
Compensation from org previously reported as deferred  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $29,281.00$15,973.00 
Sum of all compensation from org  $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $381,527.00$240,088.00 
Average hours per week working for related orgs  49.049.0 
Ostrander, Roger
Title DIRECTORBOARD MEMBER-START DATE 1/1/15  
Name of key/compensated person ROGER V OSTRANDER MDROGER OSTRANDER MD  
Position of compensated person
Current individual trustee or director TrueTrue  
Average hours per week working for org 1.001.0  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$99,869.00  
Average hours per week working for related orgs  0.0  
Pate, Jerry
Title DIRECTORBOARD MEMBER-START DATE 1/1/15  
Name of key/compensated person JERRY PATEJERRY PATE  
Position of compensated person
Current individual trustee or director TrueTrue  
Average hours per week working for org 1.001.0  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Average hours per week working for related orgs  0.0  
Raynes, Bryon
Title  SECRETARY  
Name of key/compensated person  BRYON SCOTT RAYNES  
Position of compensated person
Current individual trustee or director  True  
Current officer  True  
Average hours per week working for org  1.0  
Reportable compensation from org  $0.00  
Breakdown of reportable comp
Base reportable compensation from org  $0.00  
Bonus and incentive reportable compensation  $0.00  
Other reportable compensation from org  $0.00  
Retirement and other deferred compensation  $0.00  
Nontaxable benefits from org  $0.00  
Compensation from org previously reported as deferred  $0.00  
Other comp, non-reportable, from org and related orgs  $83,391.00  
Sum of all compensation from org  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $511,253.00  
Average hours per week working for related orgs  49.0  
Raynes, Scott
TitleDIRECTORSECRETARY Manager/Board Member 
Name of key/compensated personSCOTT RAYNESSCOTT RAYNES Scott Raynes 
Position of compensated person
Current individual trustee or director True True 
Current officer True   
Officer, director, trustee, or key employeeTrue    
Average hours per week working for org 1.00 1.0 
Reportable compensation from org$0.00$0.00 $0.00 
Breakdown of reportable comp
Base reportable compensation from org   $0.00 
Bonus and incentive reportable compensation   $0.00 
Other reportable compensation from org   $0.00 
Retirement and other deferred compensation   $0.00 
Nontaxable benefits from org   $0.00 
Compensation from org previously reported as deferred   $0.00 
Other comp, non-reportable, from org and related orgs $0.00 $88.00 
Sum of all compensation from org   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 $151,773.00 
Average hours per week working for related orgs   49.0 
Stubblefield, Alfred
Title    Board Member
Name of key/compensated person    Alfred Stubblefield
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.0
Reportable compensation from org    $0.00
Breakdown of reportable comp
Base reportable compensation from org    $0.00
Bonus and incentive reportable compensation    $0.00
Other reportable compensation from org    $0.00
Retirement and other deferred compensation    $0.00
Nontaxable benefits from org    $0.00
Compensation from org previously reported as deferred    $0.00
Other comp, non-reportable, from org and related orgs    $310,061.00
Sum of all compensation from org    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $8,983,030.00
Average hours per week working for related orgs    0.0
Vermillion, Kerry
Title   Senior VP/CFOSenior VP/CFO
Name of key/compensated person   Kerry VermillionKerry Vermillion
Position of compensated person
Current officer   TrueTrue
Average hours per week working for org   4.04.0
Reportable compensation from org   $0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org   $0.00$0.00
Bonus and incentive reportable compensation   $0.00$0.00
Other reportable compensation from org   $0.00$0.00
Retirement and other deferred compensation   $0.00$0.00
Nontaxable benefits from org   $0.00$0.00
Compensation from org previously reported as deferred   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $89,914.00$74,991.00
Sum of all compensation from org   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $466,886.00$499,027.00
Average hours per week working for related orgs   46.046.0
Purpose: mission, activities, & accomplishments
Mission or significant activities TO IMPROVE THE QUALITY OF LIFE OF PEOPLE OF ALL AGES WHILE INCREASING HUMAN PERFORMANCE AND WELLNESS THROUGH RESERACH AND EDUCATION INITIATIVES.TO IMPROVE THE QUALITY OF LIFE OF PEOPLE OF ALL AGES WHILE INCREASING HUMAN PERFORMANCE AND WELLNESS THROUGH RESEARCH AND EDUCATION INITIATIVES.TO IMPROVE THE QUALITY OF LIFE OF PEOPLE OF ALL AGES WHILE INCREASING HUMAN PERFORMANCE AND WELLNESS THROUGH RESEARCH AND EDUCATION INITIATIVES.To improve the quality of life of people of all ages while increasing human performance and wellness through research and education initiatives.
Primary exempt purposeTO ADVANCE THE SCIENCE IF ORTHOPAEDIC CARE AND SPORTS MEDICINE TO EDUCATE NOT ONLY THE PROFESSIONAL COMMUNITY BUT ALSO THE GENERAL PUBLIC ON ISSUES THAT AFFECT THEIR DAILY HEALTH AND WELL-BEING.    
Program service expenses, total$0.00$18,963.00$648,305.00$1,434,048.00$1,760,363.00
Programs, including revenue & expenses
CONDUCTING RESEARCH INITIATIVES THAT GENERATE NEW TECHNIQUES, TECHNOLOGY AND METHODOLOGIES THAT CAN BE IMPLEMENTED IN DIRECT PATIENT CARE AND WILL IMPROVE THE LIVES OF PEOPLES OF ALL AGES.
Program expenses $18,963.00$648,305.00$1,434,048.00$1,760,363.00
Grants and allocations made  $0.00$0.00$0.00
Program revenue $618.00$108,585.00$894,598.00$959,856.00
Program description CONDUCTING RESEARCH INITIATIVES THAT GENERATE NEW TECHNIQUES, TECHNOLOGY AND METHODOLOGIES THAT CAN BE IMPLEMENTED IN DIRECT PATIENT CARE AND WILL IMPROVE THE LIVES OF PEOPLES OF ALL AGES.Conducting research initiatives that generate new techniques, technology and methodologies that can be implemented in direct patient care and will improve the lives of people of all ages.Conducting research initiatives that generate new techniques, technology and methodologies that can be implemented in direct patient care and will improve the lives of people of all ages.Conducting research initiatives that generate new techniques, technology and methodologies that can be implemented in direct patient care and will improve the lives of people of all ages.
Financial data
Revenue
Total revenue$0.00$3,438.00$873,967.00$1,500,010.00$1,225,082.00
Revenue from contributions (total) $2,820.00$765,382.00$598,800.00$259,471.00
Investment income, current yr $0.00$0.00$0.00$0.00
Total revenue from grants, etc., current yr $2,820.00$765,382.00$598,800.00$259,471.00
Total unrelated business revenue $0.00$0.00$0.00$0.00
Other revenue, current yr $0.00$0.00$6,612.00$5,755.00
Net unrelated business taxable revenue $0.00   
Program service revenue (total) $618.00$108,585.00$894,598.00$959,856.00
Gross receipts $3,438.00$873,967.00$1,500,010.00$1,225,082.00
Sources of contributions
Contributions from related organizations  $186,632.00$598,800.00$259,471.00
Revenue from gov't grants  $578,750.00  
Revenue from all other contributions $2,820.00   
Other types of revenue
Royalties (total)  $0.00$0.00$0.00
Miscellaneous revenue (total)  $0.00$6,612.00$5,755.00
Net revenue from gaming (total)  $0.00$0.00$0.00
Income from dividends, interest, and similar investments  $0.00$0.00$0.00
Net rental income  $0.00$0.00$0.00
Net income from fundraising events  $0.00$0.00$0.00
Net inventory sales (total)  $0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all $18,963.00$1,592,821.00$2,138,117.00$2,824,975.00
Total functional expenses: program service  $18,963.00$648,305.00$1,434,048.00$1,760,363.00
Total functional expenses: management and general $0.00$944,516.00$704,069.00$1,064,612.00
Total functional expenses: fundraising $0.00$0.00$0.00$0.00
Fees for services
Lobbying fees (total)  $0.00$0.00$0.00
Legal fees (total)  $5,918.00$28,893.00$20,040.00
Fundraising service fees (total) $0.00$0.00$0.00$0.00
General management fees (total)  $0.00$0.00$434,552.00
Investment management fees (total)  $0.00$0.00$0.00
Assets and liabilities
Total assets$5,000.00$5,000.00$298,795.00$348,264.00$4,204,236.00
Total assets, beginning of year$5,000.00$298,795.00$348,264.00$4,204,236.00$5,103,972.00
Total liabilities$169.00$169.00$53,992.00$5,176,715.00$8,284,582.00
Total liabilities, beginning of year$169.00$53,992.00$5,176,715.00$8,284,582.00$7,584,425.00
Pledges & accounts receivable, net  $0.00$0.00$0.00
Loans & receivables from key persons  $0.00$0.00$0.00
Unrestricted net assets, end of yr $4,831.00$63,669.00-$4,828,451.00-$4,205,546.00
Temporarily restricted net assets $0.00$181,134.00$0.00$125,200.00
Permanently restricted net assets, end of yr  $0.00$0.00$0.00
Net assets$4,831.00$4,831.00$244,803.00-$4,828,451.00-$4,080,346.00
Net assets, beginning of year $244,803.00-$4,828,451.00-$4,080,346.00-$2,480,453.00
Other liabilities  $0.00$4,980,056.00$8,043,301.00
Bond liabilities  $0.00$0.00$0.00
Intangible assets  $0.00$0.00$0.00
Other assets  $0.00$0.00$0.00
Investments: other securities  $0.00$0.00$0.00
Investments: publicly traded securities  $0.00$0.00$0.00
Cash: non-interest bearing $5,000.00$234,453.00$197.00$200.00
Cash: non-interest bearing, beginning of year $234,453.00$197.00$200.00$385,200.00
Investments -- program-related  $0.00$0.00$0.00
Escrow or custodial account liability  $0.00$0.00$0.00
Loans and other payables to key persons  $0.00$0.00$0.00
Grants payable  $0.00$0.00$0.00
Inventories for sale or use  $0.00$0.00$0.00
Other financial variables
Revenue less expenses -$15,525.00-$718,854.00-$638,107.00-$1,599,893.00
Advertising (total)  $900.00$1,450.00$0.00
Savings & temp cash investment  $0.00$0.00$0.00
Accounts receivable, net  $64,342.00$209,905.00$76,824.00
Prepaid expenses & deferred charges  $0.00$4,650.00$4,675.00
Accounts payable & accrued expenses $169.00$53,992.00$196,659.00$241,281.00
Deferred revenue  $0.00$0.00$0.00
Unsecured notes & loans to unrelated parties  $0.00$0.00$0.00
Secured mortgages and notes payable  $0.00$0.00$0.00
Total net assets or fund balances $4,831.00$244,803.00-$4,828,451.00-$4,080,346.00
Depreciation, depletion, amortization  $12,968.00$83,743.00$172,142.00
Payment to affiliates  $0.00$0.00$0.00
Governance and accountability
Number of voting members 6666
Number of independent voting members 6211
Financial sheets audited  TrueTrueTrue
Audit on consolidated basis  TrueTrueTrue
Relationships among key personnel  TrueTrue 
Discontinued or disposed >25% of net assets   True 
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-10-012015-10-012014-10-012013-10-012012-10-01
Tax year end date2017-09-012016-09-012015-09-012014-09-012013-09-01
Indicators for schedules (selected)
Lobbied  TrueTrueTrue
Org has controlled entity  TrueTrueTrue
Org transacted with controlled entity  TrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990EZ990990990990
Reason for form submission
Address change  True  
Date e-filing submitted2018-09-262017-09-202016-12-302015-10-052014-10-22
IRS schema version2016v3.02015v3.02014v6.02013v4.02012v2.3
Filing identifier201832149349200803201721359349310257201632289349303903201532299349301973201422269349301782
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