Civic Intelligence

Triangle Orthopaedic Charitable Trust

990PF • Fiscal year 2019 • EIN 81-6213862

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 18, 2020

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

91st percentile

0.47x

Higher debt load relative to assets than 91% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

1.36x

Higher debt load relative to revenue than 97% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

34th percentile

-5.3%

Faster asset growth than 34% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$317,675

Down $17,705 (-5.3%) from 2018

Net Assets

Up

$168,910

Up $45,872 (+37%) from 2018

Liabilities

Down

$148,765

Down $63,577 (-30%) from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin88th percentile

Revenue

Up

$109,433

Up $13,927 (+15%) from 2018

Expenses

Up

$63,561

Up $878 (+1.4%) from 2018

Net Income

Up

$45,872

Up $13,049 (+40%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2019

Assets$317,675
Liabilities$148,765
Net Assets$168,910
Open 2019 Filing

Operations Trend

Revenue Growth69th 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

2019

Revenue$109,433
Expenses$63,561
Net Income$45,872
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 18, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON BRELSFORDTrustee-$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
Don Brelsford
Title
Trustee
Phone
9192811804
Signed
2020-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Llp
Address
300 MORRIS STREET SUITE 260, DURHAM, NC 27701
Preparer
Jason C Hall
Phone
9193838585
Raw XML Appendix302 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1-27522
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT IN PARTNERSHIP
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1BOOK - TAX DIFFERENCE IN INVESTMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0440325
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-132252
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0440325
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1-132252
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0109433
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt055
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0109433
TaxesSchedule/TaxesDetail/Amt031216
TaxesSchedule/TaxesDetail/CategoryTxt0UNRELATED BUSINESS INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DON BRELSFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09192811804
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-18
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/AtSubmissionFilingDeviceId0A517AB3F4E08CCE95364F9D863BDA26ACA3BB42A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0172.2.203.206
ReturnHeader/FilingSecurityInformation/IPDt02020-11-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:02:13
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560574444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 MORRIS STREET SUITE 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DURHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027701
ReturnHeader/PreparerPersonGrp/PhoneNum09193838585
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON C HALL
ReturnHeader/ReturnTs02020-11-19T13:29:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,675
Liabilities
$148,765
Net assets
$168,910
Revenue
$109,433
Expenses
$63,561
Net income
$45,872
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