ORTHOCAROLINA RESEARCH INSTITUTE INC

EIN: 010648145 501(c)(3) Medical Research

CHARLOTTE, NC

Total Revenue
$1,847,078
Total Expenses
$2,302,760
Total Assets
$3,695,403
Net Assets
$3,028,344
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
NC
Principal Officer
CHRISTI CADD
Phone
7043232260
Tax Period
2023-01-01 to 2023-12-31

ORTHOCAROLINA RESEARCH INSTITUTE INC, founded in 2002, is a community nonprofit in the Medical Research sector that reported $1.8M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $2.3M exceeded revenue, resulting in a 25% operating deficit.

Mission

THE ORTHOCAROLINA RESEARCH INSTITUTE (OCRI) IS AN INDEPENDENT, NON-PROFIT 501(C)3 THAT EXISTS TO FACILITATE RELEVANT ORTHOPEDIC RESEARCH WHICH ADVANCES ORTHOPEDIC TREATMENTS, IMPROVES QUALITY OF LIFE FOR PATIENTS, AND EDUCATES THE MEDICAL COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $1,420,152 Revenue: $507,419

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...

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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.

Program 2
Expenses: $120,408

OPERATION WALK CAROLINAS PROVIDES HIP AND KNEE JOINT REPLACEMENT SURGERIES AT NO COST TO PATIENTS IN UNDERSERVED COUNTRIES WHO HAVE NO ACCESS TO THIS LEVEL OF CARE. IN ADDITION, THE MEDICAL TEAM...

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OPERATION WALK CAROLINAS PROVIDES HIP AND KNEE JOINT REPLACEMENT SURGERIES AT NO COST TO PATIENTS IN UNDERSERVED COUNTRIES WHO HAVE NO ACCESS TO THIS LEVEL OF CARE. IN ADDITION, THE MEDICAL TEAM SPENDS TIME TEACHING THE ORTHOPEDIC SURGEONS, NURSES, PHYSICAL THERAPISTS AND OTHER HEALTHCARE PROFESSIONALS IN THAT COUNTRY ON THE MOST ADVANCED TECHNIQUES AND TREATMENTS FOR DISEASES OF THE HIP AND KNEE JOINTS IN ORDER TO BETTER SERVE THEIR PATIENTS. HEALTHCARE PROFESSIONALS FROM THE CHARLOTTE AREA NON-PROFIT HOSPITAL SYSTEMS COLLABORATE WITH THE ORTHOCAROLINA PHYSICIAN TEAM TO COMPLETE SURGERIES ON THOSE MOST SEVERE CASES.

Program 3
Expenses: $98,592

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...

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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.

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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 $989,188
Program Service Revenue $507,419
Investment Income $350,471
Other Revenue $0
TOTAL REVENUE $1,847,078

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $164,498
Program Expenses $1,659,247
Other Expenses $2,250,260
TOTAL EXPENSES $2,302,760

Year-over-Year Comparison

2023 2022 Change
Revenue $1,847,078 $1,579,440 +0.2%
Expenses $2,302,760 $2,039,263 +0.1%
Net Income $-455,682 $-459,823 0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
17

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
2
$164,486
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM GRIFFIN MD BOARD DIRECTOR 0.10
Director
$0 $0 $0
PATRICK M CONNOR BOARD DIRECTOR 0.10
Director
$0 $0 $0
WALTER B BEAVER MD BOARD DIRECTOR 0.10
Director
$0 $0 $0
JOHN L FRALEY JR BOARD DIRECTOR 0.10
Director
$0 $0 $0
RICHARD E THIGPEN BOARD DIRECTOR 0.10
Director
$0 $0 $0
FRED R JONES BOARD DIRECTOR 0.50
Director
$0 $0 $0
MORRY JOHNSTON BOARD DIRECTOR 0.10
Director
$0 $0 $0
CLENN GASTON MD CHAIRMAN 2.00
Officer Director
$0 $0 $0
CHARLES EAST III BOARD DIRECTOR 0.50
Director
$0 $0 $0
BRANDON BOYD BOARD DIRECTOR 0.10
Director
$0 $0 $0
VELVA WOOLEN BOARD DIRECTOR 0.10
Director
$0 $0 $0
HARVEY GANTT BOARD DIRECTOR 0.10
Director
$0 $0 $0
BRUCE DARDEN MD BOARD DIRECTOR 0.50
Director
$0 $0 $0
KENT ELLINGTON MD BOARD DIRECTOR 0.10
Director
$0 $0 $0
JOE HSU MD BOARD DIRECTOR 0.10
Director
$0 $0 $0
TOM SMITH BOARD DIRECTOR 0.50
Director
$0 $0 $0
CHRISTI CADD EXECUTIVE DIRECTOR 45.00
Officer
$139,009 $25,477 $164,486
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
2024 No data No data No data No data
2023 $1,847,078 $2,302,760 $3,695,403 $-455,682
2022 $1,579,440 $2,039,263 $3,834,315 $-459,823
2021 $2,899,567 $2,251,473 $4,697,920 $648,094
2020 $2,006,703 $2,133,587 $3,763,254 $-126,884
2019 $3,188,371 $3,077,243 $3,694,363 $111,128
2018 $1,981,676 $2,118,532 $3,166,904 $-136,856
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