Civic Intelligence

Budoff Upper Extremity Research Foundation

990PF • Fiscal year 2022 • EIN 38-3764512

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 20, 2023

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

890%

Higher net margin than 100% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

41st percentile

-3.7%

Faster asset growth than 41% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$262,258

Down $10,156 (-3.7%) from 2021

Net Assets

Down

$262,258

Down $10,156 (-3.7%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,141

Down $24,012 (-105%) from 2021

Expenses

Down

$9,015

Down $9,826 (-52%) from 2021

Net Income

Down

-$10,156

Down $14,186 (-352%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st 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: $0Net Assets 2022: $262,2582022Assets 2023: $238,213Liabilities 2023: $12023Assets 2024: $192,887Liabilities 2024: $0Net Assets 2024: $192,8872024

Highlighted filing

2022

Assets$262,258
Liabilities$0
Net Assets$262,258
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue-$1,141
Expenses$9,015
Net Income-$10,156
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 20, 2023
Return Version
2022v5.0
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
2023-06-20
Discuss with paid preparer
Yes

Preparer

Firm
Heard Mcelroy & Vestal LLC
Address
333 TEXAS STREET SUITE 1525, SHREVEPORT, LA 71101
Preparer
Malia M Wollerson
Phone
3184291525
Raw XML Appendix300 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/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011275
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04915 ELM STREET
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09703
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt038894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012157
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07157
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt050533
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09703
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt038894
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06275
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt057690
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062690
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01635
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01635
TaxesSchedule/TaxesDetail/Amt0280
TaxesSchedule/TaxesDetail/CategoryTxt0990PF EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF BUDOFF MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07136104270
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-20
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MALIA M WOLLERSON
ReturnHeader/ReturnTs02023-07-10T11:35:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BUDOFF MD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$262,258
Liabilities
$0
Net assets
$262,258
Revenue
-$1,141
Expenses
$9,015
Net income
-$10,156
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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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