Civic Intelligence

Orthocarolina Research Institute Inc

EIN 01-0648145 • 501(c)3 • Charlotte, NC

Profile

The institute's mission and priorities are centrally focused on: (1) improved patient care, (2) high quality research to develop new and innovative orthopaedic devices and technologies, and (3) collaborative and multidiscipline forums to further enhance state-of-the-art medical healthcare. The institute is currently participating in 25 on-going fda regulated clinical trials and approximately 213 scientific outcomes studies.

2001 Vail Avenue Suite 300Charlotte, NC 28207

www.orthocarolinaresearch.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.12x

Higher debt load relative to assets than 59% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.18x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$181,466

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

43%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$4,084,479

Up $389,076 (+11%) from 2023

Liabilities

Down

$485,673

Down $181,386 (-27%) from 2023

Net Assets

Up

$3,598,806

Up $570,462 (+19%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin74th percentile

Revenue

Up

$2,643,097

Up $796,019 (+43%) from 2023

Expenses

Down

$2,078,142

Down $224,618 (-9.8%) from 2023

Net Income

Up

$564,955

Up $1,020,637 (+224%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $2,011,000Liabilities 2011: $179,696Net Assets 2011: $1,831,3042011Assets 2012: $2,273,606Liabilities 2012: $262,539Net Assets 2012: $2,011,0672012Assets 2013: $2,667,286Liabilities 2013: $208,574Net Assets 2013: $2,458,7122013Assets 2014: $2,612,615Liabilities 2014: $221,702Net Assets 2014: $2,390,9132014Assets 2015: $2,430,081Liabilities 2015: $241,173Net Assets 2015: $2,188,9082015Assets 2016: $2,801,814Liabilities 2016: $333,535Net Assets 2016: $2,468,2792016Assets 2017: $3,412,571Liabilities 2017: $396,799Net Assets 2017: $3,015,7722017Assets 2018: $3,166,904Liabilities 2018: $449,401Net Assets 2018: $2,717,5032018Assets 2019: $3,694,363Liabilities 2019: $400,055Net Assets 2019: $3,294,3082019Assets 2020: $3,763,254Liabilities 2020: $348,634Net Assets 2020: $3,414,6202020Assets 2021: $4,697,920Liabilities 2021: $277,447Net Assets 2021: $4,420,4732021Assets 2022: $3,834,315Liabilities 2022: $355,745Net Assets 2022: $3,478,5702022Assets 2023: $3,695,403Liabilities 2023: $667,059Net Assets 2023: $3,028,3442023Assets 2024: $4,084,479Liabilities 2024: $485,673Net Assets 2024: $3,598,8062024

Highlighted filing

2024

Assets$4,084,479
Liabilities$485,673
Net Assets$3,598,806
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,322,433Expenses 2011: $1,077,553Net Income 2011: $244,8802011Expenses 2012: $1,227,4162012Revenue 2013: $1,685,898Expenses 2013: $1,463,180Net Income 2013: $222,7182013Revenue 2014: $1,500,577Expenses 2014: $1,504,433Net Income 2014: -$3,8562014Revenue 2015: $1,513,744Expenses 2015: $1,581,046Net Income 2015: -$67,3022015Revenue 2016: $2,143,055Expenses 2016: $1,863,684Net Income 2016: $279,3712016Revenue 2017: $2,348,225Expenses 2017: $1,851,277Net Income 2017: $496,9482017Revenue 2018: $1,981,676Expenses 2018: $2,118,532Net Income 2018: -$136,8562018Revenue 2019: $3,188,371Expenses 2019: $3,077,243Net Income 2019: $111,1282019Revenue 2020: $2,006,703Expenses 2020: $2,133,587Net Income 2020: -$126,8842020Revenue 2021: $2,899,567Expenses 2021: $2,251,473Net Income 2021: $648,0942021Revenue 2022: $1,579,440Expenses 2022: $2,039,263Net Income 2022: -$459,8232022Revenue 2023: $1,847,078Expenses 2023: $2,302,760Net Income 2023: -$455,6822023Revenue 2024: $2,643,097Expenses 2024: $2,078,142Net Income 2024: $564,9552024

Highlighted filing

2024

Revenue$2,643,097
Expenses$2,078,142
Net Income$564,955
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,084,479
Liabilities
$485,673
Net assets
$3,598,806
Revenue
$2,643,097
Expenses
$2,078,142
Net income
$564,955
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.08$0.49$3.60$2.64$2.08$0.56
2023Detailed filing. Detailed filing data is available for this year.$3.70$0.67$3.03$1.85$2.30$0.46
2022Detailed filing. Detailed filing data is available for this year.$3.83$0.36$3.48$1.58$2.04$0.46
2021Detailed filing. Detailed filing data is available for this year.$4.70$0.28$4.42$2.90$2.25$0.65
2020Detailed filing. Detailed filing data is available for this year.$3.76$0.35$3.41$2.01$2.13$0.13
2019Detailed filing. Detailed filing data is available for this year.$3.69$0.40$3.29$3.19$3.08$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.17$0.45$2.72$1.98$2.12$0.14
2017Detailed filing. Detailed filing data is available for this year.$3.41$0.40$3.02$2.35$1.85$0.50
2016Detailed filing. Detailed filing data is available for this year.$2.80$0.33$2.47$2.14$1.86$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.24$2.19$1.51$1.58$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.61$0.22$2.39$1.50$1.50$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.67$0.21$2.46$1.69$1.46$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.26$2.01$1.23
2011Summary only. Only limited summary data is available for this year.$2.01$0.18$1.83$1.32$1.08$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$2,643,097
Mission and Program Overview

Mission

The institute's mission and priorities are centrally focused on: (1) improved patient care, (2) high quality research to develop new and innovative orthopaedic devices and technologies, and (3) collaborative and multidiscipline forums to further enhance state-of-the-art medical healthcare. The institute is currently participating in 45 on-going fda regulated clinical trials and approximately 268 scientific outcomes studies at the time of filing.

To promote, develop and conduct state of the art scientific research and educational programs for the advancement of orthopedic care. Ocri works both independently as well as in collaboration with universities, hospitals, pharmaceutical and device companies and other academic and research organizations to further promote the mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,894,717$2,434,231▼ $460,486
Pledges and Grants Receivable-$722,500-
Cash and Non-Interest-Bearing Accounts$332,268$459,672▲ $127,404
Accounts Receivable$382,671$218,448▼ $164,223
Prepaid Expenses and Deferred Charges$33,891$31,086▼ $2,805
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,695,403$4,084,479▲ $389,076
Other Assets Total$51,856$218,542▲ $166,686
Liabilities
Accounts Payable and Accrued Expenses$618,110$279,293▼ $338,817
Other Liabilities$35,856$203,453▲ $167,597
Deferred Revenue$13,093$2,927▼ $10,166
Total Liabilities$667,059$485,673▼ $181,386
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,828,508$2,266,288▲ $437,780
Net Assets With Donor Restrictions$1,199,836$1,332,518▲ $132,682
Total Net Assets Fund Balance$3,028,344$3,598,806▲ $570,462
Total Liabilities and Net Assets / Fund Balance$3,695,403$4,084,479▲ $389,076

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$49,500$49,500
Equipment$0$13,878$13,878
Other Assets Org$202,542--
Other Securities$2,434,231--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christi CaddExecutive DirectorFT$144,811$36,655$181,466

Board Members and Trustees

NameTitle
Clenn Gaston MdChairman
Brian Curtin MdBoard Director
Bruce Darden MdBoard Director
Charles East IiiBoard Director
Fred R JonesBoard Director
John L Fraley JrBoard Director
Nancy McnellisBoard Director
Patrick M ConnorBoard Director
Richard E ThigpenBoard Director
Tom SmithBoard Director
Velva WoolenBoard Director
William Griffin MdBoard Director
Revenue and Support

Revenue Composition

Contributions and Grants
$2,030,884
Program Service Revenue
$347,405
Investment Income
$264,808
Other Revenue
$0
All Other Contributions
$2,030,884
Change in Net Assets
$564,955

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,378,289
Revenue Not Reported on Financial Statements
$264,808
Revenue Not Reported on Form 990
$5,507
Other Revenue Adjustments
$264,808
Total Revenue per Audited Statements
$2,383,796
Total Revenue per Form 990
$2,643,097
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,078,142
Total Fundraising Expense$124,814
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$55,113-$55,113
Occupancy-$48,837-$48,837
Advertising$31,842$4,920-$36,762
All Other Expenses$2,071$9,998$17,439$29,508
Fees for Services Accounting-$28,607-$28,607
Insurance-$20,937-$20,937
Other Expenses$5,167$358,966$107,375$5,167
Travel$1,216$3,642-$4,858
Fees for Services Other-$478-$478
Total Functional Expenses$1,421,830$531,498$124,814$2,078,142

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,078,142
Total Expenses per Audited Statements$2,078,142
Total Expenses per Form 990$2,078,142
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability, Net of Current Portion$165,910
Current Lease Liability$37,543
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The finance/audit committee has authority to hire the auditors. The committee reviews all other financial functions making recommendations to the board for approval.”

Form 990, Part VI, Section A, Line 3

“The executive committee is comprised of the president, vice-presesident, fundraising committee chair and goverance committe chair as voted at the december 2024 board meeting. All are voting members of the governing board.”

Form 990, Part VI, Section B, Line 11B

“The 990 will be reviewed by the executive director, followed by a review and recommendation by the ocri finance and audit committee. The final copy with the finance and audit committees recommendation will be circulated via email to the board of directors.”

Form 990, Part VI, Section B, Line 12C

“The executive director, board members and key employees certify annually that they have read the organization's conflict of interest policy and have disclosed any relationships with any of the organization's contracting parties on the organizations conflict of interest form. The executive director reviews the certified forms and compares it to the prior year's disclosures. Questionable relationships are noted and brought to the attention of the appropriate governance group. The executive director discloses to the finance and audit committee any items that affect business compliance during the next scheduled meeting and discloses conflicts related to the research to the research advisory committee. Appropriate steps are taken to eliminate the conflict per committee guidance.”

Form 990, Part VI, Section B, Line 15

“Human resources determines initial compensation based on market analysis for executive director and other key positions. The human resource department establishes min, mid and max salary range for all positions in ocri based on market analysis. The process described here was last completed in 2023.”

Form 990, Part VI, Section C, Line 19

“Governing documents, the conflict of interest policy and financials statements are provided upon request.”

Filing and Contact Details

Filer

Filer Name
Orthocarolina Research Institute Inc
EIN
01-0648145
Phone
7043232260
Address
2001 VAIL AVENUE SUITE 300, CHARLOTTE, NC 28207

Signing Officer

Name
Christi Cadd
Title
Executive Director
Phone
7043232260
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christi Cadd
Formed
2002
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
Kathrine a Warlick
Phone
7049985200
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process for oversight and selection of an independent accountant has not changed from the prior year.”

Financial Statement Notes

PART III, LINE 4:

“A grateful patient gifted a piece of glass art with a $16,000 appraised value in honor of dr. Walter beaver to the orthocarolina research institute. It is displayed in the patient waiting room. It has no relevance to the organization's mission.”

PART X, LINE 2:

“The institute adopted fasb guidance on accounting for uncertainty in income taxes. The guidance clarifies the accounting for uncertainty in income taxes recognized in an entity's financial statements by prescribing a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken. The institute's policy is to record a liability for any tax position taken that is beneficial to the institute, including any related interest and penalties, when it is more likely than not the position taken by management with respect to a transaction or class of transactions will be overturned by a taxing authority upon examination. Management believes there are no such positions as of december 31, 2024 and 2023 and, accordingly, no liability has been accrued.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Change in beneficial interest in pooled funds 264,808.”

Raw XML AppendixShowing 400 of 537 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO PROMOTE, DEVELOP AND CONDUCT STATE OF THE ART SCIENTIFIC RESEARCH AND EDUCATIONAL PROGRAMS FOR THE ADVANCEMENT OF ORTHOPEDIC CARE. OCRI WORKS BOTH INDEPENDENTLY AS WELL AS IN COLLABORATION WITH UNIVERSITIES, HOSPITALS, PHARMACEUTICAL AND DEVICE COMPANIES AND OTHER ACADEMIC AND RESEARCH ORGANIZATIONS TO FURTHER PROMOTE THE MISSION.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
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IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt048837
IRS990/OccupancyGrp/TotalAmt048837
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IRS990/OfficeExpensesGrp/TotalAmt055113
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IRS990/OtherExpensesGrp/Desc0PAYROLL REIMBURSEMENT
IRS990/OtherExpensesGrp/Desc1STUDY EXPENSES
IRS990/OtherExpensesGrp/Desc2OSCAR MILLER DAY EXPENS
IRS990/OtherExpensesGrp/Desc3ARMS FOR ALL
IRS990/OtherExpensesGrp/FundraisingAmt0107375
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0358966
IRS990/OtherExpensesGrp/ProgramServicesAmt01170310
IRS990/OtherExpensesGrp/ProgramServicesAmt1122267
IRS990/OtherExpensesGrp/ProgramServicesAmt288957
IRS990/OtherExpensesGrp/ProgramServicesAmt35167
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IRS990/OtherExpensesGrp/TotalAmt1122267
IRS990/OtherExpensesGrp/TotalAmt288957
IRS990/OtherExpensesGrp/TotalAmt35167
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IRS990/ProgramServiceRevenueGrp/Desc0RESEARCH INCOME
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt088957
IRS990/ProgSrvcAccomActy3Grp/Desc0ARMS 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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05167
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IRS990/PYRevenuesLessExpensesAmt0-455682
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02302760
IRS990/PYTotalProfFndrsngExpnsAmt052500
IRS990/PYTotalRevenueAmt01847078
IRS990/QuidProQuoContributionsInd00
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IRS990/ReconcilationRevenueExpnssAmt0564955
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IRS990/RevenueAmt0347405
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02015726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01258438
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt07240129
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0748260
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0615284
IRS990ScheduleA/InvestmentIncomeCYPct00.05600
IRS990ScheduleA/InvestmentIncomePYPct00.03040
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IRS990ScheduleA/PublicSupportCY509Pct00.71970
IRS990ScheduleA/PublicSupportPY509Pct00.72920
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0777099
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0861104
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt02459256
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt061970
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0235526
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0352082
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0747107
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02006703
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt010987011
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/HeldWorksArtGrp/AssetsIncludedAmt016000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt016000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1202542
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0WORK OF ART
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGHT OF USE ASSET
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt049500
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt049500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt037543
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1165910
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CURRENT LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LEASE LIABILITY, NET OF CURRENT PORTION
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0264808
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02434231
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BENEFICIAL INTEREST IN POOLED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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IRS990ScheduleD/RevenueSubtotalAmt02378289
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0A GRATEFUL PATIENT GIFTED A PIECE OF GLASS ART WITH A $16,000 APPRAISED VALUE IN HONOR OF DR. WALTER BEAVER TO THE ORTHOCAROLINA RESEARCH INSTITUTE. IT IS DISPLAYED IN THE PATIENT WAITING ROOM. IT HAS NO RELEVANCE TO THE ORGANIZATION'S MISSION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE INSTITUTE ADOPTED FASB GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS BY PRESCRIBING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. THE INSTITUTE'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE INSTITUTE, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF DECEMBER 31, 2024 AND 2023 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN BENEFICIAL INTEREST IN POOLED FUNDS 264,808.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0218542

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