ORTHOCAROLINA RESEARCH INSTITUTE INC

As filed

Subsection

03

NTEE code

H50

Classification

1200

Street

2001 VAIL AVE STE 300

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• THE INSTITUTE'S MISSION AND PRIORITIES ARE CENTRALLY FOCUSED ON (1) IMPROVED ORTHOPEDIC PATIENT CARE AND (2) HIGH QUALITY EVIDENCE-BASED RESEARCH TO DEVELOP NEW AND INNOVATIVE ORTHOPEDIC DEVICES AND TECHNOLOGIES WHOSE GOAL IS TO ANSWER CLINICAL QUESTIONS FOR IMPROVED OUTCOMES. THE INSTITUTE LEADS ONGOING FDA-REGULATED CLINICAL TRIALS AND INVESTIGATOR-INITIATED SCIENTIFIC ACADEMIC STUDIES. RESEARCH IS DISSEMINATED THROUGH PEER REVIEWED JOURNAL PUBLICATIONS WITH GREATER THAN 85 PUBLICATIONS ANNUALLY.

  Expenses $1,327,706 · Revenue $347,405

• THE INSTITUTE'S MISSION IS FOCUSED ON ADVANCING BOTH RESEARCH AND EDUCATION IN ORTHOPEDICS. THE ORTHOCAROLINA RESEARCH INSTITUTE HOSTS AN EDUCATIONAL CME (CONTINUING MEDICAL EDUCATION) SYMPOSIUM, KNOWN AS OSCAR MILLER DAY, FOR 350-400 ORTHOPEDIC PROVIDERS AND ALLIED HEALTH CARE PROFESSIONALS EACH YEAR. THIS SYMPOSIUM IS OVER 40 YEARS OLD AND IS MARKETED TO THE SOUTHEASTERN U.S. TOPICS ARE ROTATED ANNUALLY.

  Expenses $88,957

• ARMS FOR ALL IS A PROGRAM UNDER OCRI THAT COVERS THE GAP EXPENSE BETWEEN WHAT INSURANCE WILL COVER AND WHAT IS THE BEST PROSTHETIC FOR IMPROVED QUALITY OF LIFE FOR PATIENTS WHO HAVE LOST A LIMB.

  Expenses $5,167

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $2,643,097

  Expenses

  $2,078,142

  Contributions

  $2,030,884

  Grants paid

  $0

• 2023

  Revenue

  $1,847,078

  Expenses

  $2,302,760

  Contributions

  $989,188

  Grants paid

  $0

• 2022

  Revenue

  $1,579,440

  Expenses

  $2,039,263

  Contributions

  $945,893

  Grants paid

  $131,381

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $2,899,567

  Expenses

  $2,251,473

  Assets (EOY)

  $4,697,920

• 2020 · 990

  Revenue

  $2,006,703

  Expenses

  $2,133,587

  Assets (EOY)

  $3,763,254

• 2019 · 990

  Revenue

  $3,188,371

  Expenses

  $3,077,243

  Assets (EOY)

  $3,694,363

• 2018 · 990

  Revenue

  $1,981,676

  Expenses

  $2,118,532

  Assets (EOY)

  $3,166,904

• 2017 · 990

  Revenue

  $2,348,225

  Expenses

  $1,851,277

  Assets (EOY)

  $3,412,571

• 2016 · 990

  Revenue

  $2,143,055

  Expenses

  $1,863,684

  Assets (EOY)

  $2,801,814

• 2015 · 990

  Revenue

  $1,513,744

  Expenses

  $1,581,046

  Assets (EOY)

  $2,430,081

• 2014 · 990

  Revenue

  $1,500,577

  Expenses

  $1,504,433

  Assets (EOY)

  $2,612,615

• 2013 · 990

  Revenue

  $1,685,898

  Expenses

  $1,463,180

  Assets (EOY)

  $2,667,286

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $1,227,416

  Assets (EOY)

  $2,273,606

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

• FOUNDATION FOR THE CAROLINAS

  $811,522

  2024 · CHARITABLE GIFT

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $182,183

  2024 · For grant recipient's exempt purposes

• FOUNDATION FOR THE CAROLINAS

  $129,568

  2022 · CHARITABLE GIFT

• FOUNDATION FOR THE CAROLINAS

  $129,113

  2023 · CHARITABLE GIFT

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $105,250

  2022 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $100,500

  2023 · For grant recipient's exempt purposes

• MAYO CLINIC

  $35,882

  2022 · SUPPORT CHARITABLE PROGRAMS

• AMERICAN ORTHOPAEDIC FOOT & ANKLE SOCIETY

  $21,905

  2022 · 2022 FELLOWSHIP GRANT

• AMERICAN ORTHOPAEDIC FOOT & ANKLE SOCIETY

  $21,467

  2024 · 2024 FELLOWSHIP GRANT

• AMERICAN ORTHOPAEDIC FOOT & ANKLE SOCIETY

  $21,231

  2023 · 2023 FELLOWSHIP GRANT

The 10 largest by cash amount. The API serves every itemized grant.

Other IRS files