ORTHOCAROLINA RESEARCH INSTITUTE INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ORTHOCAROLINA RESEARCH INSTITUTE INC (EIN 01-0648145)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-13
IRS object ID: 202443189349302184
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-13T08:51:41-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	410746749	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CLIFTONLARSONALLEN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	227 WEST TRADE STREET SUITE 800	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28202	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	010648145	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ORTHOCAROLINA RESEARCH INSTITUTE INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ORTH	BusinessNameControlTxt
Phone	7043232260	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2001 VAIL AVENUE SUITE 300	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28207	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHRISTI CADD	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	7043232260	PhoneNum
Signature	2024-11-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KATHERINE A WARLICK	PreparerPersonNm
PTIN	P02065266	PTIN
Phone	7049985200	PhoneNum
Preparation	2024-11-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	CHRISTI CADD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2001 VAIL AVENUE SUITE 300	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28207	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,847,078	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.ORTHOCAROLINARESEARCH.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2002	FormationYr
Legal Domicile State	NC	LegalDomicileStateCd
Activity Or Mission	TO PROMOTE, DEVELOP AND CONDUCT STATE OF THE ART SCIENTIFIC RESEARCH AND EDUCATIONAL PROGRAMS FOR THE ADVANCEMENT OF ORTHOPEDIC CARE. OCRI WORKS BOTH INDEPENDENTLY AS WELL AS IN COLLABORATIONS WITH UNIVERSITIES, HOSPITALS, PHARMACEUTICAL AND DEVICE COMPANIES AND OTHER ACADEMIC AND RESEARCH ORGANIZATIONS TO FURTHER PROMOTE THE MISSION.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	17	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$945,893	PYContributionsGrantsAmt
CY Contributions Grants	$989,188	CYContributionsGrantsAmt
PY Program Service Revenue	$633,547	PYProgramServiceRevenueAmt
CY Program Service Revenue	$507,419	CYProgramServiceRevenueAmt
PY Investment Income	$0	PYInvestmentIncomeAmt
CY Investment Income	$350,471	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$1,579,440	PYTotalRevenueAmt
CY Total Revenue	$1,847,078	CYTotalRevenueAmt
PY Grants And Similar Paid	$131,381	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$52,500	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$164,498	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,907,882	PYOtherExpensesAmt
CY Other Expenses	$2,250,260	CYOtherExpensesAmt
PY Total Expenses	$2,039,263	PYTotalExpensesAmt
CY Total Expenses	$2,302,760	CYTotalExpensesAmt
PY Revenues Less Expenses	-$459,823	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$455,682	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,834,315	TotalAssetsBOYAmt
Total Assets EOY	$3,695,403	TotalAssetsEOYAmt
Total Liabilities BOY	$355,745	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$667,059	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$3,478,570	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,028,344	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE ORTHOCAROLINA RESEARCH INSTITUTE (OCRI) IS AN INDEPENDENT, NON-PROFIT 501(C)3 THAT EXISTS TO FACILITATE RELEVANT ORTHOPEDIC RESEARCH WHICH ADVANCES ORTHOPEDIC TREATMENTS, IMPROVES QUALITY OF LIFE FOR PATIENTS, AND EDUCATES THE MEDICAL COMMUNITY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,420,152	ExpenseAmt
Revenue	$507,419	RevenueAmt
Desc	THE INSTITUTE'S MISSION AND PRIORITIES ARE CENTRALLY FOCUSED ON (1) IMPROVED ORTHOPEDIC PATIENT CARE AND (2) HIGH QUALITY EVIDENCE-BASED RESEARCH TO DEVELOP NEW AND INNOVATIVE ORTHOPEDIC DEVICES AND TECHNOLOGIES WHOSE GOAL IS TO ANSWER CLINICAL QUESTIONS FOR IMPROVED OUTCOMES. THE INSTITUTE LEADS ONGOING FDA-REGULATED CLINICAL TRIALS AND INVESTIGATOR-INITIATED SCIENTIFIC ACADEMIC STUDIES. RESEARCH IS DISSEMINATED THROUGH PEER REVIEWED JOURNAL PUBLICATIONS WITH GREATER THAN 85 PUBLICATIONS ANNUALLY.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$120,408	ExpenseAmt
Desc	OPERATION WALK CAROLINAS PROVIDES HIP AND KNEE JOINT REPLACEMENT SURGERIES AT NO COST TO PATIENTS IN UNDERSERVED COUNTRIES WHO HAVE NO ACCESS TO THIS LEVEL OF CARE. IN ADDITION, THE MEDICAL TEAM SPENDS TIME TEACHING THE ORTHOPEDIC SURGEONS, NURSES, PHYSICAL THERAPISTS AND OTHER HEALTHCARE PROFESSIONALS IN THAT COUNTRY ON THE MOST ADVANCED TECHNIQUES AND TREATMENTS FOR DISEASES OF THE HIP AND KNEE JOINTS IN ORDER TO BETTER SERVE THEIR PATIENTS. HEALTHCARE PROFESSIONALS FROM THE CHARLOTTE AREA NON-PROFIT HOSPITAL SYSTEMS COLLABORATE WITH THE ORTHOCAROLINA PHYSICIAN TEAM TO COMPLETE SURGERIES ON THOSE MOST SEVERE CASES.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$98,592	ExpenseAmt
Desc	THE INSTITUTE'S MISSION IS FOCUSED ON ADVANCING BOTH RESEARCH AND EDUCATION IN ORTHOPEDICS. THE ORTHOCAROLINA RESEARCH INSTITUTE HOSTS AN EDUCATIONAL CME (CONTINUING MEDICAL EDUCATION) SYMPOSIUM, KNOWN AS OSCAR MILLER DAY, FOR 350-400 ORTHOPEDIC PROVIDERS AND ALLIED HEALTH CARE PROFESSIONALS EACH YEAR. THIS SYMPOSIUM IS OVER 40 YEARS OLD AND IS MARKETED TO THE SOUTHEASTERN U.S. TOPICS ARE ROTATED ANNUALLY.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$20,095	ExpenseAmt
Desc	ARMS FOR ALL IS A PROGRAM UNDER OCRI THAT COVERS THE GAP EXPENSE BETWEEN WHAT INSURANCE WILL COVER AND WHAT IS THE BEST PROSTHETIC FOR IMPROVED QUALITY OF LIFE FOR PATIENTS WHO HAVE LOST A LIMB.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$20,095	TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses	$1,659,247	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	14	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHRISTI CADD	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7043232260	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2001 VAIL AVENUE SUITE 300	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28207	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
WILLIAM GRIFFIN MD
BOARD DIRECTOR	0.10	Yes (X)	$0	$0	$0
PATRICK M CONNOR
BOARD DIRECTOR	0.10	Yes (X)	$0	$0	$0
WALTER B BEAVER MD
BOARD DIRECTOR	0.10	Yes (X)	$0	$0	$0
JOHN L FRALEY JR
BOARD DIRECTOR	0.10	Yes (X)	$0	$0	$0
RICHARD E THIGPEN
BOARD DIRECTOR	0.10	Yes (X)	$0	$0	$0
FRED R JONES
BOARD DIRECTOR	0.50	Yes (X)	$0	$0	$0
MORRY JOHNSTON
BOARD DIRECTOR	0.10	Yes (X)	$0	$0	$0
CLENN GASTON MD
CHAIRMAN	2.00	Yes (X)	$0	$0	$0	Yes (X)
CHARLES EAST III
BOARD DIRECTOR	0.50	Yes (X)	$0	$0	$0
BRANDON BOYD
BOARD DIRECTOR	0.10	Yes (X)	$0	$0	$0
VELVA WOOLEN
BOARD DIRECTOR	0.10	Yes (X)	$0	$0	$0
HARVEY GANTT
BOARD DIRECTOR	0.10	Yes (X)	$0	$0	$0
BRUCE DARDEN MD
BOARD DIRECTOR	0.50	Yes (X)	$0	$0	$0
KENT ELLINGTON MD
BOARD DIRECTOR	0.10	Yes (X)	$0	$0	$0
JOE HSU MD
BOARD DIRECTOR	0.10	Yes (X)	$0	$0	$0
TOM SMITH
BOARD DIRECTOR	0.50	Yes (X)	$0	$0	$0
CHRISTI CADD
EXECUTIVE DIRECTOR	45.00		$139,009	$0	$25,477	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$139,009	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$25,477	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$989,188	AllOtherContributionsAmt
Noncash Contributions	$164,839	NoncashContributionsAmt
Total Contributions	$989,188	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	RESEARCH INCOME	Desc
Business	541700	BusinessCd
Total Revenue Column	$507,419	TotalRevenueColumnAmt
Related Or Exempt Func Income	$507,419	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$507,419	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$350,471	TotalRevenueColumnAmt
Exclusion	$350,471	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,847,078	TotalRevenueColumnAmt
Related Or Exempt Func Income	$507,419	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$350,471	ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$26,475	TotalAmt
Management And General	$26,475	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$52,500	TotalAmt
Fundraising	$52,500	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$254	TotalAmt
Management And General	$254	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$64,485	TotalAmt
Program Services	$49,863	ProgramServicesAmt
Management And General	$14,622	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$57,248	TotalAmt
Management And General	$57,248	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$45,978	TotalAmt
Management And General	$45,978	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$8,393	TotalAmt
Program Services	$1,353	ProgramServicesAmt
Management And General	$7,040	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$22,611	TotalAmt
Management And General	$22,611	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PAYROLL REIMBURSEMENT	$1,588,415	$1,258,137	$300,613	$29,665
OPERATION WALK	$120,408	$120,408
STUDY EXPENSES	$110,202	$110,202
OSCAR MILLER DAY EXPENS	$98,592	$98,592

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$107,199	TotalAmt
Program Services	$20,692	ProgramServicesAmt
Management And General	$4,174	ManagementAndGeneralAmt
Fundraising	$82,333	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,302,760	TotalAmt
Program Services	$1,659,247	ProgramServicesAmt
Management And General	$479,015	ManagementAndGeneralAmt
Fundraising	$164,498	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$465,189	BOYAmt
EOY	$332,268	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$5,089	BOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$300,000	BOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$438,318	BOYAmt
EOY	$382,671	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$31,196	BOYAmt
EOY	$33,891	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$63,378	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$63,378	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,508,522	BOYAmt
EOY	$2,894,717	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$86,001	BOYAmt
EOY	$51,856	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,834,315	BOYAmt
EOY	$3,695,403	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$285,744	BOYAmt
EOY	$618,110	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
EOY	$13,093	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$70,001	BOYAmt
EOY	$35,856	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$355,745	BOYAmt
EOY	$667,059	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,180,207	BOYAmt
EOY	$1,828,508	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,298,363	BOYAmt
EOY	$1,199,836	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,478,570	BOYAmt
EOY	$3,028,344	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,834,315	BOYAmt
EOY	$3,695,403	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$455,682	ReconcilationRevenueExpnssAmt
Donated Services And Use Fclts	$5,456	DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,804,808	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,258,438	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,015,726	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$945,893	CurrentTaxYearMinus1YearAmt
Current Tax Year	$989,188	CurrentTaxYearAmt
Total	$7,014,053	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,383,549	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$748,260	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$889,967	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$633,547	CurrentTaxYearMinus1YearAmt
Current Tax Year	$507,419	CurrentTaxYearAmt
Total	$4,162,742	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,188,357	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,006,698	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,905,693	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,579,440	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,496,607	CurrentTaxYearAmt
Total	$11,176,795	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$624,256	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$509,022	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$541,573	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$233,001	CurrentTaxYearMinus1YearAmt
Current Tax Year	$174,171	CurrentTaxYearAmt
Total	$2,082,023	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$352,082	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$235,526	CurrentTaxYearMinus2YearsAmt
Current Tax Year	$97,529	CurrentTaxYearAmt
Total	$685,137	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$624,256	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$861,104	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$777,099	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$233,001	CurrentTaxYearMinus1YearAmt
Current Tax Year	$271,700	CurrentTaxYearAmt
Total	$2,767,160	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$8,409,635	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5	CurrentTaxYearMinus3YearsAmt
Current Tax Year	$350,471	CurrentTaxYearAmt
Total	$350,490	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$14	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5	CurrentTaxYearMinus3YearsAmt
Current Tax Year	$350,471	CurrentTaxYearAmt
Total	$350,490	TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	$5,000	CurrentTaxYearMinus2YearsAmt
Total	$5,000	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,188,371	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,006,703	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,910,693	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,579,440	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,847,078	CurrentTaxYearAmt
Total	$11,532,285	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.72920	PublicSupportCY509Pct
Public Support PY509	0.72570	PublicSupportPY509Pct
Investment Income CY	0.03040	InvestmentIncomeCYPct
Investment Income PY	0.00000	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$16,000	AssetsIncludedAmt

Held Works Art HeldWorksArtGrp

Field	Value	IRS element (for citing)
Assets Included	$16,000	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

Field	Value	IRS element (for citing)
Collection Used Other Purposes	Yes (X)	CollectionUsedOtherPurposesInd
Other Purposes	16000	OtherPurposesDesc

Field	Value	IRS element (for citing)
Solicited Assets Sale	0	SolicitedAssetsSaleInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,878	OtherCostOrOtherBasisAmt
Depreciation	$13,878	DepreciationAmt
Book Value	$0	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$49,500	OtherCostOrOtherBasisAmt
Depreciation	$49,500	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	BENEFICIAL INTEREST IN POOLED FUNDS	Desc
Book Value	$2,894,717	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$2,894,717	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	CURRENT LEASE LIABILITY	Desc
Amt	$35,856	Amt

Field	Value	IRS element (for citing)
Total Liability	$35,856	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,502,063	TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts	$5,456	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$5,456	RevenueNotReportedAmt
Revenue Subtotal	$1,496,607	RevenueSubtotalAmt
Other Revenues Not Included	$350,471	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$350,471	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,847,078	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,302,760	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$2,302,760	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,302,760	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4:	A GRATEFUL PATIENT GIFTED A PIECE OF GLASS ART WITH A $16,000 APPRAISED VALUE IN HONOR OF DR. WALTER BEAVER TO THE ORTHOCAROLINA RESEARCH INSTITUTE. IT IS DISPLAYED IN THE PATIENT WAITING ROOM. IT HAS NO RELEVANCE TO THE ORGANIZATION'S MISSION.
PART X, LINE 2:	THE INSTITUTE ADOPTED FASB GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS BY PRESCRIBING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. THE INSTITUTE'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE INSTITUTE, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF DECEMBER 31, 2023 AND 2022 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	CHANGE IN BENEFICIAL INTEREST IN POOLED FUNDS 350,471.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GREENWAY GROUP	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7804 FAIRVIEW ROAD 117	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28226	ZIPCd

Field	Value	IRS element (for citing)
Activity	STRATEGIC PLANNING	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$0	GrossReceiptsAmt
Retained By Contractor	$0	RetainedByContractorAmt
Net To Organization	$0	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Licensed States	NC	LicensedStatesCd
Licensed States	SC	LicensedStatesCd

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	CHRISTI CADD	PersonNm
Title	EXECUTIVE DIRECTOR	TitleTxt
Base Compensation Filing Org	$139,009	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$25,477	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$164,486	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 3

THE ORTHOCAROLINA HR DEPARTMENT, A RELATED ORGANIZAT6ION, PERFORMS A SALARY SURVEY AND RE-EVALUATION PERIODICALLY OF POSITIONS. THEY SET THE COMPENSATION FOR ALL EMPLOYEES AND ALL POSITIONS. A MARKET ANALYSIS WAS PERFORMED IN 2023 AND A 15% INCREASE WAS ADDED TO THE EXECUTIVE DIRECTOR'S SALARY AS AN ADJUSTMENT BASED ON CURRENT MARKET. SALARY IS STILL LOWER THAN MARKET STANDARD BUT NO FUTURE ADJUSTMENTS ARE PLANNED AT THIS TIME.

PART I, LINE 7

A MORE DEFINED BONUS STRUCTURE WAS INTRODUCED IN 2023 FOR THE EXECUTIVE DIRECTOR. IT WAS NOT SOLELY CONTINGENT ON NET REVENUE BUT WAS BASED ON RAISING MONEY FOR THE ORGANIZATION AND GETTING ORGANIZATIONAL INITIATIVES OFF THE GROUND.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$164,839	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1A	THE FINANCE/AUDIT COMMITTEE HAS AUTHORITY TO HIRE THE AUDITORS. THE COMMITTEE REVIEWS ALL OTHER FINANCIAL FUNCTIONS MAKING RECOMMENDATIONS TO THE BOARD FOR APPROVAL.
FORM 990, PART VI, SECTION A, LINE 3	THE EXECUTIVE COMMITTEE IS COMPRISED OF THE PRESIDENT, THE CHAIRMAN OF THE RESEARCH ADVISORY COMMITTEE AND THE EXECUTIVE DIRECTOR. ALL THREE POSITIONS ARE MEMBERS OF THE GOVERNING BOARD.; HOWEVER, THE EXECUTIVE DIRECTOR IS A NON-VOTING EX-OFFICIO MEMBER.
FORM 990, PART VI, SECTION B, LINE 11B	THE 990 WILL BE REVIEWED BY THE EXECUTIVE DIRECTOR, FOLLOWED BY A REVIEW AND RECOMMENDATION BY THE OCRI FINANCE AND AUDIT COMMITTEE. THE FINAL COPY WITH THE FINANCE AND AUDIT COMMITTEES RECOMMENDATION WILL BE CIRCULATED VIA EMAIL TO THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12C	THE EXECUTIVE DIRECTOR, BOARD MEMBERS AND KEY EMPLOYEES CERTIFY ANNUALLY THAT THEY HAVE READ THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND HAVE DISCLOSED ANY RELATIONSHIPS WITH ANY OF THE ORGANIZATION'S CONTRACTING PARTIES ON THE ORGANIZATIONS CONFLICT OF INTEREST FORM. THE EXECUTIVE DIRECTOR REVIEWS THE CERTIFIED FORMS AND COMPARES IT TO THE PRIOR YEAR'S DISCLOSURES. QUESTIONABLE RELATIONSHIPS ARE NOTED AND BROUGHT TO THE ATTENTION OF THE APPROPRIATE GOVERNANCE GROUP. THE EXECUTIVE DIRECTOR DISCLOSES TO THE FINANCE AND AUDIT COMMITTEE ANY ITEMS THAT AFFECT BUSINESS COMPLIANCE DURING THE NEXT SCHEDULED MEETING AND DISCLOSES CONFLICTS RELATED TO THE RESEARCH TO THE RESEARCH ADVISORY COMMITTEE. APPROPRIATE STEPS ARE TAKEN TO ELIMINATE THE CONFLICT PER COMMITTEE GUIDANCE.
FORM 990, PART VI, SECTION B, LINE 15	HUMAN RESOURCES DETERMINES INITIAL COMPENSATION BASED ON MARKET ANALYSIS FOR EXECUTIVE DIRECTOR AND OTHER KEY POSITIONS. THE HUMAN RESOURCE DEPARTMENT ESTABLISHES MIN, MID AND MAX SALARY RANGE FOR ALL POSITIONS IN OCRI BASED ON MARKET ANALYSIS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, THE CONFLICTS OF INTEREST POLICY AND FINANCIALS STATEMENTS ARE PROVIDED UPON REQUEST.