Civic Intelligence

Orthopedic Scientific and Educational Trust

EIN 04-2767813 • Worcester, MA

55 Lake AvenueWorcester, MA 01655
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-9911%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-4.8%

Faster asset growth than 46% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

-5.3%

Faster revenue growth than 45% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$35,488

Down $1,784 (-4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$35,488

Down $1,784 (-4.8%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$18

Down $1 (-5.3%) from 2023

Expenses

Up

$1,802

Up $810 (+82%) from 2023

Net Income

Down

-$1,784

Down $811 (-83%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$80K$60K$40K$20K$0Assets 2011: $72,039Liabilities 2011: $02011Assets 2012: $65,201Liabilities 2012: $02012Assets 2013: $63,598Liabilities 2013: $22013Assets 2014: $62,002Liabilities 2014: $02014Assets 2015: $58,746Liabilities 2015: $02015Assets 2016: $53,616Liabilities 2016: $02016Assets 2020: $41,795Liabilities 2020: $02020Assets 2021: $39,267Liabilities 2021: $0Net Assets 2021: $39,2672021Assets 2022: $38,245Liabilities 2022: $0Net Assets 2022: $38,2452022Assets 2023: $37,272Liabilities 2023: $0Net Assets 2023: $37,2722023Assets 2024: $35,488Liabilities 2024: $0Net Assets 2024: $35,4882024

Highlighted filing

2024

Assets$35,488
Liabilities$0
Net Assets$35,488
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $159Expenses 2011: $1,384Net Income 2011: -$1,2252011Revenue 2012: $138Expenses 2012: $6,976Net Income 2012: -$6,8382012Revenue 2013: $121Expenses 2013: $1,726Net Income 2013: -$1,6052013Revenue 2014: $92Expenses 2014: $1,686Net Income 2014: -$1,5942014Revenue 2015: $88Expenses 2015: $3,344Net Income 2015: -$3,2562015Revenue 2016: $82Expenses 2016: $5,213Net Income 2016: -$5,1312016Revenue 2020: $62Expenses 2020: $2,287Net Income 2020: -$2,2252020Revenue 2021: $50Expenses 2021: $2,578Net Income 2021: -$2,5282021Revenue 2022: $27Expenses 2022: $1,049Net Income 2022: -$1,0222022Revenue 2023: $19Expenses 2023: $992Net Income 2023: -$9732023Revenue 2024: $18Expenses 2024: $1,802Net Income 2024: -$1,7842024

Highlighted filing

2024

Revenue$18
Expenses$1,802
Net Income-$1,784
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$35,488
Liabilities
$0
Net assets
$35,488
Revenue
$18
Expenses
$1,802
Net income
-$1,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$0.02$1.80$1.78
2023Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$0.02$0.99$0.97
2022Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$0.03$1.05$1.02
2021Detailed filing. Detailed filing data is available for this year.$39.3$0.00$39.3$0.05$2.58$2.53
2020Summary only. Only limited summary data is available for this year.$41.8$0.00$0.06$2.29$2.23
2016Summary only. Only limited summary data is available for this year.$53.6$0.00$0.08$5.21$5.13
2015Summary only. Only limited summary data is available for this year.$58.7$0.00$0.09$3.34$3.26
2014Summary only. Only limited summary data is available for this year.$62.0$0.00$0.09$1.69$1.59
2013Summary only. Only limited summary data is available for this year.$63.6$0.00$0.12$1.73$1.61
2012Summary only. Only limited summary data is available for this year.$65.2$0.00$0.14$6.98$6.84
2011Summary only. Only limited summary data is available for this year.$72.0$0.00$0.16$1.38$1.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Mar 5, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID AYERS MDPresident-$0--
Filing and Contact Details

Filer

Filer Name
Orthopedic Scientific and Educational
EIN
04-2767813
Phone
5088566182
Address
55 LAKE AVENUE, WORCESTER, MA 01655

Signing Officer

Name
David Ayers Md
Title
President
Signed
2025-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Robert E Marhefka Certified Public Accountant
Address
23 MIDSTATE DR ST 116, AUBURN, MA 01501
Preparer
Robert E Marhefka
Phone
5084078650
Raw XML Appendix183 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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IRS990PF/MethodOfAccountingCashInd0X
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORTHOPEDIC SCIENTIFIC AND EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ORTH
ReturnHeader/Filer/EIN0042767813
ReturnHeader/Filer/PhoneNum05088566182
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ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931954430
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT E MARHEFKA CERTIFIED PUBLIC ACCOUNTANT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023 MIDSTATE DR ST 116
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001501
ReturnHeader/PreparerPersonGrp/PhoneNum05084078650
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E MARHEFKA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-05T05:43:37-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02024-04-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits