Civic Intelligence

Piedmont Orthopedic Foundation Inc

EIN 56-1297962 • 501(c)3 • Lynchburg, VA

Profile

Encourage the study and development of the science and practice of orthopedics through grants from the income of assets of the corporation, exclusively for charitable, educational and scientific purposes as may qualify under section 501(c)(3) of the internal revenue code.

4717 John Scott DriveLynchburg, VA 24503

n/A

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

71st percentile

19%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

56th percentile

5.8%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

39%

Faster revenue growth than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,032,600

Up $166,951 (+5.8%) from 2023

Liabilities

Up

$1,019

Up $1,019 from 2023

Net Assets

Up

$3,031,581

Up $165,932 (+5.8%) from 2023

Revenue

Up

$894,734

Up $253,071 (+39%) from 2023

Expenses

Up

$728,802

Up $106,801 (+17%) from 2023

Net Income

Up

$165,932

Up $146,270 (+744%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,158,779Liabilities 2011: $0Net Assets 2011: $1,158,7792011Assets 2012: $1,239,251Liabilities 2012: $0Net Assets 2012: $1,239,2512012Assets 2013: $1,392,246Liabilities 2013: $0Net Assets 2013: $1,392,2462013Assets 2014: $1,549,517Liabilities 2014: $0Net Assets 2014: $1,549,5172014Assets 2015: $1,700,486Liabilities 2015: $0Net Assets 2015: $1,700,4862015Assets 2016: $1,960,871Liabilities 2016: $0Net Assets 2016: $1,960,8712016Assets 2017: $1,968,950Liabilities 2017: $0Net Assets 2017: $1,968,9502017Assets 2018: $2,147,460Liabilities 2018: $0Net Assets 2018: $2,147,4602018Assets 2019: $2,197,567Liabilities 2019: $0Net Assets 2019: $2,197,5672019Assets 2020: $2,538,197Liabilities 2020: $0Net Assets 2020: $2,538,1972020Assets 2021: $2,672,634Liabilities 2021: $0Net Assets 2021: $2,672,6342021Assets 2022: $2,845,987Liabilities 2022: $0Net Assets 2022: $2,845,9872022Assets 2023: $2,865,649Liabilities 2023: $0Net Assets 2023: $2,865,6492023Assets 2024: $3,032,600Liabilities 2024: $1,019Net Assets 2024: $3,031,5812024

Highlighted filing

2024

Assets$3,032,600
Liabilities$1,019
Net Assets$3,031,581

Operations Trend

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

$1.0M$500K$0Expenses 2011: $64,6722011Expenses 2012: $63,8552012Revenue 2013: $351,522Expenses 2013: $128,679Net Income 2013: $222,8432013Revenue 2014: $242,785Expenses 2014: $85,514Net Income 2014: $157,2712014Revenue 2015: $282,413Expenses 2015: $131,444Net Income 2015: $150,9692015Revenue 2016: $692,087Expenses 2016: $431,702Net Income 2016: $260,3852016Revenue 2017: $471,051Expenses 2017: $462,972Net Income 2017: $8,0792017Revenue 2018: $580,961Expenses 2018: $402,451Net Income 2018: $178,5102018Revenue 2019: $658,524Expenses 2019: $608,417Net Income 2019: $50,1072019Revenue 2020: $494,309Expenses 2020: $153,679Net Income 2020: $340,6302020Revenue 2021: $708,186Expenses 2021: $573,749Net Income 2021: $134,4372021Revenue 2022: $733,608Expenses 2022: $560,255Net Income 2022: $173,3532022Revenue 2023: $641,663Expenses 2023: $622,001Net Income 2023: $19,6622023Revenue 2024: $894,734Expenses 2024: $728,802Net Income 2024: $165,9322024

Highlighted filing

2024

Revenue$894,734
Expenses$728,802
Net Income$165,932

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.00$3.03$0.89$0.73$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.64$0.62$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.85$0.00$2.85$0.73$0.56$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.71$0.57$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.00$2.54$0.49$0.15$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.66$0.61$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.58$0.40$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$0.47$0.46$0.01
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.00$1.96$0.69$0.43$0.26
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.28$0.13$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.24$0.09$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.35$0.13$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 17, 2025
Return Version
2024v5.2
Gross Receipts
$1,403,746
Mission and Program Overview

Mission

Encourage the study and development of the science and practice of orthopedics through grants from the income of assets of the corporation, exclusively for charitable, educational and scientific purposes as may qualify under section 501(c)(3) of the internal revenue code.

To encourage the study and development of the science and practice of orthopedics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,865,649$3,031,581▲ $165,932
Investments in Publicly Traded Securities$2,500,702$2,776,400▲ $275,698
Savings and Temporary Cash Investments$356,647$237,050▼ $119,597
Intangible Assets$3,300$3,300→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,865,649$3,032,600▲ $166,951
Other Assets Total$5,000$15,850▲ $10,850
Liabilities
Accounts Payable and Accrued Expenses-$1,019-
Total Liabilities$0$1,019▲ $1,019
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,865,649$3,031,581▲ $165,932
Total Liabilities and Net Assets / Fund Balance$2,865,649$3,032,600▲ $166,951
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gary M Lourie MdPresident
Mack Aldridge MdVice President
William C Andrews MdSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$315,719
Program Service Revenue
$309,427
Investment Income
$269,588
Other Revenue
$0
All Other Contributions
$308,564
Change in Net Assets
$165,932
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$591,684
Grants and Similar Amounts Paid$104,182
Salaries, Compensation, and Employee Benefits$32,936
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$533,372--$533,372
Grants to Domestic Orgs$86,102--$86,102
Fees for Service Investment Mgmnt Fees-$31,561-$31,561
Other Salaries and Wages$15,207$15,207-$30,414
Grants to Domestic Individuals$18,080--$18,080
Travel$16,782--$16,782
Fees for Services Accounting-$5,400-$5,400
Payroll Taxes$1,261$1,261-$2,522
Insurance-$1,220-$1,220
Information Technology-$1,155-$1,155
Office Expenses-$1,055-$1,055
Other Expenses$200$405-$200
Total Functional Expenses$671,004$57,798$0$728,802
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Duke University Department of Orthopaedic SurgeryDurham, NC501(c)(3)Orthopedic Research$86,102
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The board of directors will review form 990 prior to filing return.

Form 990, Part VI, Section C, Line 19

Documents are made available upon request from members of governing body.

Filing and Contact Details

Filer

Filer Name
Piedmont Orthopedic Foundation Inc
EIN
56-1297962
Phone
4349425610
Address
4717 JOHN SCOTT DRIVE, LYNCHBURG, VA 24503

Signing Officer

Name
William Andrews
Title
Treasurer
Phone
4349425610
Signed
2025-09-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Andrews
Formed
1963
Legal Domicile
Nc
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Pbmares Llp
Address
4801 COURTHOUSE ST SUITE 128, WILLIAMSBURG, VA 23188
Preparer
Jennifer N French CPA
Phone
7572297180
Raw XML Appendix369 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01019
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ENCOURAGE THE STUDY AND DEVELOPMENT OF THE SCIENCE AND PRACTICE OF ORTHOPEDICS.
IRS990/AllOtherContributionsAmt0308564
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILLIAM ANDREWS
IRS990/BooksInCareOfDetail/PhoneNum04349425610
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04717 JOHN SCOTT DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0LYNCHBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd024503
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0533372
IRS990/ConferencesMeetingsGrp/TotalAmt0533372
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0315719
IRS990/CYGrantsAndSimilarPaidAmt0104182
IRS990/CYInvestmentIncomeAmt0269588
IRS990/CYOtherExpensesAmt0591684
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0309427
IRS990/CYRevenuesLessExpensesAmt0165932
IRS990/CYSalariesCompEmpBnftPaidAmt032936
IRS990/CYTotalExpensesAmt0728802
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0894734
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EDUCATIONAL COSTS FOR THE ANNUAL MEETING OF PIEDMONT ORTHOPEDIC SOCIETY. THE SOCIETY PARTNERED WITH DUKE UNIVERSITY SCHOOL OF MEDICINE TO PROVIDE ACCREDITED CONTINUING MEDICAL EDUCATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0652924
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05400
IRS990/FeesForServicesAccountingGrp/TotalAmt05400
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt031561
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt031561
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0GARY M LOURIE MD
IRS990/Form990PartVIISectionAGrp/PersonNm1MACK ALDRIDGE MD
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM C ANDREWS MD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0176659
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt086102
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt018080
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt018080
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt086102
IRS990/GrantsToDomesticOrgsGrp/TotalAmt086102
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0685671
IRS990/GrossReceiptsAmt01403746
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01155
IRS990/InformationTechnologyGrp/TotalAmt01155
IRS990/InsuranceGrp/ManagementAndGeneralAmt01220
IRS990/InsuranceGrp/TotalAmt01220
IRS990/IntangibleAssetsGrp/BOYAmt03300
IRS990/IntangibleAssetsGrp/EOYAmt03300
IRS990/InvestmentIncomeGrp/ExclusionAmt092929
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt092929
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02500702
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02776400
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0509012
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt07155
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ENCOURAGE THE STUDY AND DEVELOPMENT OF THE SCIENCE AND PRACTICE OF ORTHOPEDICS THROUGH GRANTS FROM THE INCOME OF ASSETS OF THE CORPORATION, EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES AS MAY QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02865649
IRS990/NetAssetsOrFundBalancesEOYAmt03031581
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0176659
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0176659
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01055
IRS990/OfficeExpensesGrp/TotalAmt01055
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05000
IRS990/OtherAssetsTotalGrp/EOYAmt015850
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1TAXES AND LICENSES
IRS990/OtherExpensesGrp/Desc2AWARDS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0534
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1405
IRS990/OtherExpensesGrp/ProgramServicesAmt0200
IRS990/OtherExpensesGrp/TotalAmt0534
IRS990/OtherExpensesGrp/TotalAmt1405
IRS990/OtherExpensesGrp/TotalAmt2200
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015207
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt015207
IRS990/OtherSalariesAndWagesGrp/TotalAmt030414
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01261
IRS990/PayrollTaxesGrp/ProgramServicesAmt01261
IRS990/PayrollTaxesGrp/TotalAmt02522
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM ANDREWS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEETINGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0309427
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0309427
IRS990/ProgSrvcAccomActy2Grp/Desc0JOHN A FEAGIN INTERNATIONAL LEADERSHIP FORUM PARTNERED WITH DUKE UNIVERSITY SPORTS MEDICINE AND CORPORATE EDUCATION BRINGS TOGETHER A DIVERSE MIX OF LEADERS FROM MEDICINE, BUSINESS, THE MILITARY AND ATHLETICS. FUNDS FROM THE ENDOWMENT ARE USED TO PROVIDE A FOUNDATION IN LEADERSHIP TRAINING TO THE DUKE COMMUNITY AND OUTSIDE ORGANIZATIONS WITH THE EMPHASIS ON OPPORTUNITIES FOR SPORTS MEDICINE FELLOWS, ORTHOPEDIC RESIDENTS, MEDICAL STUDENTS AND UNDERGRADUATE STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt018080
IRS990/ProgSrvcAccomActy2Grp/GrantAmt018080
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0246778
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0672
IRS990/PYInvestmentIncomeAmt0185996
IRS990/PYOtherExpensesAmt0592598
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0208889
IRS990/PYRevenuesLessExpensesAmt019662
IRS990/PYSalariesCompEmpBnftPaidAmt028731
IRS990/PYTotalExpensesAmt0622001
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0641663
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0165932
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0309427
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02865649
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03031581
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0356647
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0237050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0315484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0246778
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0403180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0359639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0307354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01632435
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt092929
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt077523
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt060697
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt051671
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt047709
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0330529
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01046588
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78710
IRS990ScheduleA/PublicSupportPY170Pct00.81350
IRS990ScheduleA/PublicSupportTotal170Amt01544965
IRS990ScheduleA/SubstantialContributorsTotAmt087470
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0315484
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0246778
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0403180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0359639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0307354
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01632435
IRS990ScheduleA/TotalSupportAmt01962964
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt017800
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0RESEARCH GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/RecipientTable/CashGrantAmt086102
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ORTHOPEDIC RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DUKE UNIVERSITY DEPARTMENT OF ORTHOPAEDIC SURGERY
IRS990ScheduleI/RecipientTable/RecipientEIN0560532129
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 3706
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DURHAM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027710
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANT APPLICATIONS ARE RECIEVED AND REVIEWED IN DETAIL BY GRANT COMMITTEE BEFORE APPROVAL AND MONITORED ON A YEARLY BASIS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS WILL REVIEW FORM 990 PRIOR TO FILING RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FROM MEMBERS OF GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0PIEDMONT ORTHOPEDIC FOUNDATION INC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0PIEDMONT ORTHOPEDIC SOCIETY LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0813568546
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt062012
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0EDUCATIONAL PROGRAMS
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0314952
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt04717 JOHN SCOTT DRIVE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0LYNCHBURG
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd024503
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02865649
IRS990/TotalAssetsEOYAmt03032600
IRS990/TotalAssetsGrp/BOYAmt02865649
IRS990/TotalAssetsGrp/EOYAmt03032600
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0315719
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057798
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0671004
IRS990/TotalFunctionalExpensesGrp/TotalAmt0728802
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01019
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01019
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02865649
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03031581
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0671004
IRS990/TotalProgramServiceRevenueAmt0309427
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0269588
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0309427
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0894734
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02865649
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03032600
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt016782
IRS990/TravelGrp/TotalAmt016782
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04717 JOHN SCOTT DRIVE
IRS990/USAddress/CityNm0LYNCHBURG
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd024503
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.PIEDMONTORTHOPEDICSOCIETY.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM ANDREWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04349425610
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PIEDMONT ORTHOPEDIC FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0PIED
ReturnHeader/Filer/EIN0561297962
ReturnHeader/Filer/PhoneNum04349425610
ReturnHeader/Filer/USAddress/AddressLine1Txt04717 JOHN SCOTT DRIVE
ReturnHeader/Filer/USAddress/CityNm0LYNCHBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540737372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PBMARES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04801 COURTHOUSE ST SUITE 128
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILLIAMSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023188
ReturnHeader/PreparerPersonGrp/PhoneNum07572297180
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNIFER N FRENCH CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-22T10:33:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.