Civic Intelligence

Triangle Orthopaedic Charitable Trust

990PF • Fiscal year 2018 • EIN 81-6213862

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
120 William Penn PlazaDurham, NC 27704

(919) 281-1804

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.63x

Higher debt load relative to assets than 93% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

98th percentile

2.22x

Higher debt load relative to revenue than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

33rd percentile

-6.5%

Faster asset growth than 33% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

58th percentile

5.4%

Faster revenue growth than 58% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$335,380

Down $23,415 (-6.5%) from 2017

Net Assets

Up

$123,038

Up $32,823 (+36%) from 2017

Liabilities

Down

$212,342

Down $56,238 (-21%) from 2017

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin86th percentile

Revenue

Up

$95,506

Up $4,922 (+5.4%) from 2017

Expenses

Up

$62,683

Up $34,731 (+124%) from 2017

Net Income

Down

$32,823

Down $29,809 (-48%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$400K$300K$200K$100K$0Assets 2017: $358,795Liabilities 2017: $268,580Net Assets 2017: $90,2152017Assets 2018: $335,380Liabilities 2018: $212,342Net Assets 2018: $123,0382018Assets 2019: $317,675Liabilities 2019: $148,765Net Assets 2019: $168,9102019Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020

Highlighted filing

2018

Assets$335,380
Liabilities$212,342
Net Assets$123,038
Open 2018 Filing

Operations Trend

Revenue Growth58th percentile

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

$200K$100K$0-$100K-$200KRevenue 2017: $90,584Expenses 2017: $27,952Net Income 2017: $62,6322017Revenue 2018: $95,506Expenses 2018: $62,683Net Income 2018: $32,8232018Revenue 2019: $109,433Expenses 2019: $63,561Net Income 2019: $45,8722019Revenue 2020: $15,779Expenses 2020: $169,148Net Income 2020: -$153,3692020

Highlighted filing

2018

Revenue$95,506
Expenses$62,683
Net Income$32,823
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE SHEASLEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Triangle Orthopaedic Charitable Trust
EIN
81-6213862
Phone
9192811804
Address
120 WILLIAM PENN PLAZA, DURHAM, NC 27704

Signing Officer

Name
George Sheasley
Title
Trustee
Phone
9192811804
Signed
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
3400 CROASDAILE DRIVE STE 301, DURHAM, NC 27705
Preparer
Jason C Hall
Phone
9193838585
Raw XML Appendix292 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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ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE SHEASLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09192811804
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRIANGLE ORTHOPAEDIC CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TRIA
ReturnHeader/Filer/EIN0816213862
ReturnHeader/Filer/PhoneNum09192811804
ReturnHeader/Filer/USAddress/AddressLine1Txt0120 WILLIAM PENN PLAZA
ReturnHeader/Filer/USAddress/CityNm0DURHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027704
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00DE1D0DEC8FE9D2C0376651F125325B1C95B40DA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt040.130.232.2
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:24:54
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03400 CROASDAILE DRIVE STE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DURHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027705
ReturnHeader/PreparerPersonGrp/PhoneNum09193838585
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON C HALL
ReturnHeader/ReturnTs02019-05-15T14:53:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$335,380
Liabilities
$212,342
Net assets
$123,038
Revenue
$95,506
Expenses
$62,683
Net income
$32,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$1.69$1.53
2019Detailed filing. Detailed filing data is available for this year.$3.18$1.49$1.69$1.09$0.64$0.46
2018Detailed filing. Detailed filing data is available for this year.$3.35$2.12$1.23$0.96$0.63$0.33
2017Detailed filing. Detailed filing data is available for this year.$3.59$2.69$0.90$0.91$0.28$0.63