Civic Intelligence

Ots Research and Education Fund Inc

EIN 27-3178399 • 501(c)3 • Garden City, NY

Profile

Advanced research in the field of orthopaedic trauma through research and study in the trial and development of new technologies and devices to help advance the field and help patients who have undergone traumatic or polytraumatic injuries to re-establish themselves in society and restore them to pre-injury function levels. Sponsor the attendance at accredited national and international seminars regarding presentations of original research performed by the organization focusing on clinical and technical aspects of orthopaedic trauma. Encourage collaboration among seminar participants allowing for a reciprocal exchange of surgeons working on advanced orthopaedic trauma research projects.

CO Boutzalis 377 Oak Street NoGarden City, NY 11530

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $165,531 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Net Assets

Down

$0

Down $165,531 (-100%) from 2018

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$165,531

Up $165,456 (+220608%) from 2018

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$200K$150K$100K$50K$0Assets 2015: $135,629Liabilities 2015: $0Net Assets 2015: $135,6292015Assets 2016: $166,723Liabilities 2016: $0Net Assets 2016: $166,7232016Assets 2017: $165,606Liabilities 2017: $0Net Assets 2017: $165,6062017Assets 2018: $165,531Liabilities 2018: $0Net Assets 2018: $165,5312018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2015: $104,925Expenses 2015: $25Net Income 2015: $104,9002015Revenue 2016: $31,207Expenses 2016: $113Net Income 2016: $31,0942016Revenue 2017: $1,000Expenses 2017: $2,117Net Income 2017: -$1,1172017Expenses 2018: $752018Expenses 2019: $165,5312019

Highlighted filing

2019

Revenue-
Expenses$165,531
Net Income-
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-
Expenses
$165,531
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.66
2018Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.01$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.31$0.00$0.31
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$1.05$0.00$1.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.1
Gross Receipts
$0
Mission and Program Overview

Mission

Advanced research in the field of orthopaedic trauma through research and study in the trial and development of new technologies and devices to help advance the field and help patients who have undergone traumatic or polytraumatic injuries to re-establish themselves in society and restore them to pre-injury function levels. Sponsor the attendance at accredited national and international seminars regarding presentations of original research performed by the organization focusing on clinical and technical aspects of orthopaedic trauma. Encourage collaboration among seminar participants allowing for a reciprocal exchange of surgeons working on advanced orthopaedic trauma research projects.

Program Services

DescriptionGrantsExpenses
ADVANCED RESEARCH IN THE FIELD OF ORTHOPAEDIC TRAUMA THROUGH RESEARCH AND STUDY IN THE TRIAL AND DEVELOPMENT OF NEW TECHNOLOGIES AND DEVICES TO HELP ADVANCE THE FIELD AND HELP PATIENTS WHO HAVE UNDERGONE TRAUMATIC OR POLYTRAUMATIC INJURIES TO RE-ESTABLISH THEMSELVES IN SOCIETY AND RESTORE THEM TO PRE-INJURY FUNCTION LEVELS.$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBORAH ANN CLARK-LORICHPresident-$0--
DAVID L HELFET MDVice President-$0--
RITA RUGGIEROSecretary, Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ots Research and Education Fund Inc
EIN
27-3178399
Phone
5163385099
Address
CO BOUTZALIS 377 OAK STREET NO, GARDEN CITY, NY 11530

Signing Officer

Name
Deborah Ann Clark-lorich
Title
President
Phone
5163385099
Signed
2020-11-05
Discuss with paid preparer
Yes

Preparer

Firm
A M Boutzalis CPA Pc
Address
377 OAK ST SUITE 407, GARDEN CITY, NY 11530
Preparer
Anna M Boutzalis
Phone
5163385099
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: research and education. Grantee name: dean g lorich md memorial effort. Grantee address: 3535 market street ste 750 philadelphia, pa 19104. Grantee relationship: none. Amount given: 158,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: nys filing fee. Amount: 75.”

Raw XML Appendix165 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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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0RESEARCH AND EDUCATION GRANT-$150,000,PENN MEDICINE,DEAN G. LORICH MD MEMORIAL EFFORT
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