Civic Intelligence

Ots Research and Education Fund Inc

990EZ • Fiscal year 2016 • EIN 27-3178399

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization ProfileN/A
C/O Boutzalis 377 Oak Street No 407Garden City, NY 11530

(516) 338-5099

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-70%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$166,723

Up $31,094 (+23%) from 2015

Net Assets

Up

$166,723

Up $31,094 (+23%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin99th percentile

Revenue

Down

$31,207

Down $73,718 (-70%) from 2015

Expenses

Up

$113

Up $88 (+352%) from 2015

Net Income

Down

$31,094

Down $73,806 (-70%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$166,723
Liabilities$0
Net Assets$166,723
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$31,207
Expenses$113
Net Income$31,094
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$31,207
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 Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEAN G LORICH MDPresident-$0--
DAVID L HELFET MDVice President-$0--
LISA C BUNIAKSecretary, Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ots Research and Education Fund Inc
EIN
27-3178399
Phone
5163385099
Address
C/O BOUTZALIS 377 OAK STREET NO 407, GARDEN CITY, NY 11530

Signing Officer

Name
Dean G Lorich Md
Title
President
Phone
5163385099
Signed
2017-11-14
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 16 - Other Expenses

“Description: nys filing fee. Amount: 75. Description: bank charges. Amount: 38. Total to form 990-ez, line 16: 113.”

Raw XML Appendix137 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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IRS990EZ/ProgramServiceRevenueAmt06802
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$166,723
Liabilities
$0
Net assets
$166,723
Revenue
$31,207
Expenses
$113
Net income
$31,094
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