Civic Intelligence

Upstate Orthopaedic Research

EIN 57-1034702 • 501(c)3 • Greenville, SC

Profile

Study, research & collection of data on patients with orthopaedic problems.

35 International DriveGreenville, SC 29615

none

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

6th percentile

-210%

Higher net margin than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

85th percentile

53%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,804 (-100%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $2,804 (-100%) from 2014

Operations
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Up

$1,335

Up $464 (+53%) from 2014

Expenses

Up

$4,139

Up $1,139 (+38%) from 2014

Net Income

Down

-$2,804

Down $675 (-32%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $6,700Liabilities 2011: $02011Assets 2012: $6,087Net Assets 2012: $6,0872012Assets 2013: $4,933Net Assets 2013: $4,9332013Assets 2014: $2,804Net Assets 2014: $2,8042014Assets 2015: $0Net Assets 2015: $02015

Highlighted filing

2015

Assets$0
Liabilities-
Net Assets$0
Open 2015 Filing

Operations Trend

Revenue Growth85th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $5,022Expenses 2011: $33,834Net Income 2011: -$28,8122011Revenue 2012: $1,187Expenses 2012: $1,800Net Income 2012: -$6132012Revenue 2013: $956Expenses 2013: $2,110Net Income 2013: -$1,1542013Revenue 2014: $871Expenses 2014: $3,000Net Income 2014: -$2,1292014Revenue 2015: $1,335Expenses 2015: $4,139Net Income 2015: -$2,8042015

Highlighted filing

2015

Revenue$1,335
Expenses$4,139
Net Income-$2,804
Open 2015 Filing

Filings

Most recent year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$1,335
Expenses
$4,139
Net income
-$2,804
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.34$4.14$2.80
2014Detailed filing. Detailed filing data is available for this year.$2.80$2.80$0.87$3.00$2.13
2013Detailed filing. Detailed filing data is available for this year.$4.93$4.93$0.96$2.11$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$6.09$1.19$1.80$0.61
2011Summary only. Only limited summary data is available for this year.$6.70$0.00$5.02$33.8$28.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.1
Gross Receipts
$3,177
Mission and Program Overview

Mission

Study, research & collection of data on patients with orthopaedic problems.

Program Services

DescriptionGrantsExpenses
COLLECTION OF DATA ON PATIENTS WITH HIP AND KNEE REPLACEMENT.-$2,400
SUCCESSFUL STUDY, RESEARCH AND COLLECTION OF DATA ON PATIENTS WHO HAVE HIP AND KNEE REPLACEMENT SURGERY AND RELATED ORTHOPAEDIC PROBLEMS.-$1,739
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER H KAVOLUSPresident-$0--
JAMES JENNINGS JR MDTreasurer-$0--
EDWARD W BRAY III MDTrustee-$0--
THOMAS W JARECKY MDTrustee-$0--
ROBERT A DOBSON IIITrustee-$0--
STEPHEN R RIDGEWAYTrustee-$0--
SAMUEL L ERWINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Upstate Orthopaedic Research
EIN
57-1034702
Phone
8646791982
Address
35 INTERNATIONAL DRIVE, GREENVILLE, SC 29615

Signing Officer

Name
Christopher H Kavolus
Title
President
Phone
8642347654
Signed
2016-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Saad and Manios LLC
Address
1249 S PLEASANTBURG DR, GREENVILLE, SC 29605
Preparer
Lisa D Mckiernan
Phone
8642779600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses sponsorship 2,400 total 2,400”

Form 990-ez, Part III, Line 31

“Successful study, research and collection of data on patients who have hip and knee replacement surgery and related orthopaedic problems.”

Raw XML Appendix135 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029615
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt02804
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0-2804
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTOPHER H KAVOLUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES JENNINGS JR MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EDWARD W BRAY III MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS W JARECKY MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT A DOBSON III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEPHEN R RIDGEWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SAMUEL L ERWIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02400
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0STUDY, RESEARCH & COLLECTION OF DATA ON PATIENTS WITH ORTHOPAEDIC PROBLEMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLECTION OF DATA ON PATIENTS WITH HIP AND KNEE REPLACEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUCCESSFUL STUDY, RESEARCH AND COLLECTION OF DATA ON PATIENTS WHO HAVE HIP AND KNEE REPLACEMENT SURGERY AND RELATED ORTHOPAEDIC PROBLEMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11739
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt03177
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04139
IRS990EZ/TotalProgramServiceExpensesAmt04139
IRS990EZ/TotalRevenueAmt01335
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/HospitalNameAndAddressGrp/CityNm0GREENVILLE
IRS990ScheduleA/HospitalNameAndAddressGrp/StateAbbreviationCd0SC
IRS990ScheduleA/HospitalNameAndAddressGrp/SupportedOrganizationName/BusinessNameLine1Txt0BON SECOURS ST FRANCIS HOSPITAL SYSTEM
IRS990ScheduleA/MedicalResearchOrganizationInd0X
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES SPONSORSHIP 2,400 TOTAL 2,400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUCCESSFUL STUDY, RESEARCH AND COLLECTION OF DATA ON PATIENTS WHO HAVE HIP AND KNEE REPLACEMENT SURGERY AND RELATED ORTHOPAEDIC PROBLEMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-09-27 15:27:22Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08642347654
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPSTATE ORTHOPAEDIC RESEARCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UPST
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ReturnHeader/PreparerPersonGrp/PhoneNum08642779600
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA D MCKIERNAN
ReturnHeader/ReturnTs02016-05-11T16:09:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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