Civic Intelligence

Budoff Upper Extremity Research Foundation

990PF • Fiscal year 2021 • EIN 38-3764512

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 20, 2022

Organization Profile
5349 Lynbrook DriveHouston, TX 77056

(713) 610-4270

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

62nd percentile

18%

Higher net margin than 62% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

46th percentile

1.5%

Faster asset growth than 46% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

287%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$272,414

Up $4,030 (+1.5%) from 2020

Net Assets

Up

$272,414

Up $4,030 (+1.5%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin62nd percentile

Revenue

Up

$22,871

Up $16,965 (+287%) from 2020

Expenses

Down

$18,841

Down $7,359 (-28%) from 2020

Net Income

Up

$4,030

Up $24,324 (+120%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2011: $526,466Liabilities 2011: $0Net Assets 2011: $526,4662011Assets 2012: $431,508Liabilities 2012: $0Net Assets 2012: $431,5082012Assets 2013: $455,084Liabilities 2013: $1Net Assets 2013: $455,0842013Assets 2014: $435,674Liabilities 2014: $02014Assets 2015: $411,474Liabilities 2015: $02015Assets 2019: $288,678Liabilities 2019: $02019Assets 2020: $268,384Liabilities 2020: $1Net Assets 2020: $268,3842020Assets 2021: $272,414Liabilities 2021: $1Net Assets 2021: $272,4142021Assets 2022: $262,258Liabilities 2022: $1Net Assets 2022: $262,2582022Assets 2023: $238,213Liabilities 2023: $12023Assets 2024: $192,887Liabilities 2024: $0Net Assets 2024: $192,8872024

Highlighted filing

2021

Assets$272,414
Liabilities$1
Net Assets$272,414
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KExpenses 2011: $14,4222011Expenses 2012: $2,1702012Revenue 2013: $50,363Expenses 2013: $26,787Net Income 2013: $23,5762013Revenue 2014: $2,070Expenses 2014: $21,480Net Income 2014: -$19,4102014Revenue 2015: $7,402Expenses 2015: $31,602Net Income 2015: -$24,2002015Revenue 2019: $3,979Expenses 2019: $57,294Net Income 2019: -$53,3152019Revenue 2020: $5,906Expenses 2020: $26,200Net Income 2020: -$20,2942020Revenue 2021: $22,871Expenses 2021: $18,841Net Income 2021: $4,0302021Revenue 2022: -$1,141Expenses 2022: $9,015Net Income 2022: -$10,1562022Revenue 2023: -$12,782Expenses 2023: $11,263Net Income 2023: -$24,0452023Revenue 2024: -$2,603Expenses 2024: $42,723Net Income 2024: -$45,3262024

Highlighted filing

2021

Revenue$22,871
Expenses$18,841
Net Income$4,030
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 20, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY E BUDOFFPresident-$0--
Filing and Contact Details

Filer

Filer Name
Budoff Upper Extremity Research Fdn
EIN
38-3764512
Phone
7136104270
Address
5349 LYNBROOK DRIVE, HOUSTON, TX 77056

Signing Officer

Name
Jeff Budoff Md
Title
President
Phone
7136104270
Signed
2022-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Heard Mcelroy & Vestal LLC
Address
333 TEXAS STREET SUITE 1525, SHREVEPORT, LA 71101
Preparer
Roy E Prestwood
Phone
3184291525
Raw XML Appendix306 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04915 ELM STREET
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014099
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09703
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt038894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03833
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03833
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt062690
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09703
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt038894
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012157
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016035
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01936
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt066523
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt064587
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02052
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02052
TaxesSchedule/TaxesDetail/Amt044
TaxesSchedule/TaxesDetail/Amt15
TaxesSchedule/TaxesDetail/CategoryTxt0990PF EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREGIN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt15
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF BUDOFF MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07136104270
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUDOFF UPPER EXTREMITY RESEARCH FDN
ReturnHeader/Filer/BusinessNameControlTxt0BUDO
ReturnHeader/Filer/EIN0383764512
ReturnHeader/Filer/PhoneNum07136104270
ReturnHeader/Filer/USAddress/AddressLine1Txt05349 LYNBROOK DRIVE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077056
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720398470
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEARD MCELROY & VESTAL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 TEXAS STREET SUITE 1525
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHREVEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd071101
ReturnHeader/PreparerPersonGrp/PhoneNum03184291525
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY E PRESTWOOD
ReturnHeader/ReturnTs02022-06-23T15:44:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUDOFF MD
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$272,414
Liabilities
$1
Net assets
$272,414
Revenue
$22,871
Expenses
$18,841
Net income
$4,030
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.03$0.43$0.45
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$0.13$0.11$0.24
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.01$0.09$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.23$0.19$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.06$0.26$0.20
2019Summary only. Only limited summary data is available for this year.$2.89$0.00$0.04$0.57$0.53
2015Summary only. Only limited summary data is available for this year.$4.11$0.00$0.07$0.32$0.24
2014Summary only. Only limited summary data is available for this year.$4.36$0.00$0.02$0.21$0.19
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.55$0.00$4.55$0.50$0.27$0.24
2012Detailed filing. Detailed filing data is available for this year.$4.32$0.00$4.32$0.02
2011Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.14