ORTHOCAROLINA RESEARCH INSTITUTE INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: ORTHOCAROLINA RESEARCH INSTITUTE INC (EIN 01-0648145)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-16
IRS object ID: 202023219349320402
Schema version: 2019v5.1
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 F
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-16T16:40:40-06:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	560574444	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1111 METROPOLITAN AVE STE 900	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28204	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-01-01	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 NO 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	2020-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	AMANDA ADAMS	PreparerPersonNm
PTIN	P00748038	PTIN
Phone	7043771678	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	24.30.12.216	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-11-15	IPDt
IP Tm	23:07:39	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	18694F53AD11E15FFCEA276DE93F63B2E746D691	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-01-29 14:40:06Z	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 NO 300	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28207	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,188,371	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	ORTHOCAROLINA RESEARCH INSTITUTE (THE "INSTITUTE OR "OCRI") IS A NON-PROFIT ORGANIZATION DEDICATED TO PROMOTE, DEVELOP AND CONDUCT STATE OF THE ART SCIENTIFIC RESEARCH AND EDUCATIONAL PROGRAMS FOR THE ADVANCEMENT OF ORTHOPAEDIC CARE. OCRI WORKS BOTH INDEPENDENTLY AS WELL AS IN COLLABORATION WITH UNIVERSITIES, HOSPITALS, PHARMACEUTICAL COMPANIES, HEALTHCARE DEVICE MANUFACTURERS AND OTHER ACADEMIC AND RESEARCH ORGANIZATIONS TO FURTHER PROMOTE THE MISSION.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	1	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,118,534	PYContributionsGrantsAmt
CY Contributions Grants	$1,804,808	CYContributionsGrantsAmt
PY Program Service Revenue	$863,132	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,383,549	CYProgramServiceRevenueAmt
PY Investment Income	$10	PYInvestmentIncomeAmt
CY Investment Income	$14	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$1,981,676	PYTotalRevenueAmt
CY Total Revenue	$3,188,371	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	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	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$13,579	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,118,532	PYOtherExpensesAmt
CY Other Expenses	$3,077,243	CYOtherExpensesAmt
PY Total Expenses	$2,118,532	PYTotalExpensesAmt
CY Total Expenses	$3,077,243	CYTotalExpensesAmt
PY Revenues Less Expenses	-$136,856	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$111,128	CYRevenuesLessExpensesAmt
Total Assets BOY	$3,166,904	TotalAssetsBOYAmt
Total Assets EOY	$3,694,363	TotalAssetsEOYAmt
Total Liabilities BOY	$449,401	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$400,055	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,717,503	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$3,294,308	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE INSTITUTE'S MISSION AND PRIORITIES ARE CENTRALLY FOCUSED ON: (1) IMPROVED PATIENT CARE, (2) HIGH QUALITY RESEARCH TO DEVELOP NEW AND INNOVATIVE ORTHOPAEDIC DEVICES AND TECHNOLOGIES, AND (3) COLLABORATIVE AND MULTIDISCIPLINE FORUMS TO FURTHER ENHANCE STATE-OF-THE-ART MEDICAL HEALTHCARE. THE INSTITUTE IS CURRENTLY PARTICIPATING IN 40 ON-GOING FDA REGULATED CLINICAL TRIALS AND APPROXIMATELY 258 SCIENTIFIC OUTCOMES STUDIES AT THE TIME OF FILING.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,705,897	ExpenseAmt
Revenue	$1,366,704	RevenueAmt
Desc	THE INSTITUTE'S MISSION AND PRIORITIES ARE CENTRALLY FOCUSED ON (1) IMPROVED ORTHOPEDIC PATIENT CARE (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 IS CURRENTLY LEADING 40 ONGOING FDA-REGULATED CLINICAL TRIALS AND APPROXIMATELY 258 INVESTIGATOR-INITIATED SCIENTIFIC ACADEMIC STUDIES. RESEARCH IS DISSEMINATED THROUGH PEER REVIEWED JOURNAL PUBLICATIONS WITH GREATER THAN 70 PUBLICATIONS ANNUALLY.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$99,113	ExpenseAmt
Revenue	$16,845	RevenueAmt
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 FOR 350-400 ORTHOPEDIC PROVIDERS AND ALLIED HEALTH CARE PROFESSIONALS EACH YEAR KNOWN AS OSCAR MILLER DAY. THIS SYMPOSIUM IS OVER 35 YEARS OLD, IS MARKETED TO THE SOUTH EASTERN US AND ROTATES TOPICS ANNUALLY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$795,140	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 CHARLOTTE AREA NON-PROFIT HOSPITAL SYSTEMS VOLUNTEER WITH THE ORTHOCAROLINA PHYSICIAN TEAM TO COMPLETE APPROXIMATELY 45 SURGERIES ON THOSE MOST SEVERE CASES OVER A PERIOD OF 5 TO 7 DAYS ANNUALLY.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$2,600,150	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	0	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	0	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	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	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	25	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
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	16	GoverningBodyVotingMembersCnt
Independent Voting Member	16	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	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	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NC	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 STE 300	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28207	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
WILLIAM GRIFFIN MD
CHAIRMAN	1.00	Yes (X)	Yes (X)	$0	$0	$0
WALTER B BEAVER MD
DIRECTOR	0.25	Yes (X)		$0	$0	$0
BRANDON BOYD
DIRECTOR	1.00	Yes (X)		$0	$0	$0
PATRICK M CONNOR MD
DIRECTOR	1.00	Yes (X)		$0	$0	$0
BRUCE DARDEN MD
DIRECTOR	0.01	Yes (X)		$0	$0	$0
CHARLES EAST III
DIRECTOR	0.25	Yes (X)		$0	$0	$0
KENT ELLINGTON MD
DIRECTOR	0.25	Yes (X)		$0	$0	$0
JOHN L FRALEY JR
DIRECTOR	1.00	Yes (X)		$0	$0	$0
HARVEY GANTT
DIRECTOR	1.00	Yes (X)		$0	$0	$0
GLENN GASTON MD
DIRECTOR	0.25	Yes (X)		$0	$0	$0
JOE HSU MD
DIRECTOR	1.00	Yes (X)		$0	$0	$0
MORRY JOHNSTON
DIRECTOR	1.00	Yes (X)		$0	$0	$0
FRED R JONES
DIRECTOR	0.25	Yes (X)		$0	$0	$0
TOM SMITH
DIRECTOR	1.00	Yes (X)		$0	$0	$0
RICHARD E THIGPEN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
VELVA WOOLLEN
DIRECTOR	1.00	Yes (X)		$0	$0	$0
CHRISTI CADD
EXECUTIVE DIRECTOR	40.00		Yes (X)	$127,753	$0	$35,112

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$127,753	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$35,112	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	$1,804,808	AllOtherContributionsAmt
Noncash Contributions	$700,000	NoncashContributionsAmt
Total Contributions	$1,804,808	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RESEARCH	900099	$1,366,704	$1,366,704
OSCAR MILLER DAY	900099	$16,845	$16,845

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,383,549	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14	TotalRevenueColumnAmt
Exclusion	$14	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,188,371	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,383,549	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$14	ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$15,200	TotalAmt
Management And General	$15,200	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$17,484	TotalAmt
Management And General	$17,484	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$259	TotalAmt
Management And General	$259	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$13,427	TotalAmt
Management And General	$4,798	ManagementAndGeneralAmt
Fundraising	$8,629	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,041	TotalAmt
Management And General	$8,041	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$35,274	TotalAmt
Management And General	$35,274	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$104,095	TotalAmt
Program Services	$99,586	ProgramServicesAmt
Management And General	$4,509	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$9,900	TotalAmt
Management And General	$4,950	ManagementAndGeneralAmt
Fundraising	$4,950	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$21,464	TotalAmt
Management And General	$21,464	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
SHARED SERVICES	$1,705,282	$1,426,045	$279,237
OPWALK MEDICAL SUPPLIES	$700,000	$700,000
STUDY EXPENSES	$272,184	$272,184
OSCAR MILLER DAY	$99,113	$99,113

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$75,520	TotalAmt
Program Services	$3,222	ProgramServicesAmt
Management And General	$72,298	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,077,243	TotalAmt
Program Services	$2,600,150	ProgramServicesAmt
Management And General	$463,514	ManagementAndGeneralAmt
Fundraising	$13,579	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$308,144	BOYAmt
EOY	$221,506	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$122,480	BOYAmt
EOY	$177,300	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$272,127	BOYAmt
EOY	$449,139	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$26,296	BOYAmt
EOY	$26,558	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	$9,900	BOYAmt
EOY	$0	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,411,957	BOYAmt
EOY	$2,803,860	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$16,000	BOYAmt
EOY	$16,000	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,166,904	BOYAmt
EOY	$3,694,363	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$261,063	BOYAmt
EOY	$393,755	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$188,338	BOYAmt
EOY	$6,300	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$449,401	BOYAmt
EOY	$400,055	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	$2,376,657	BOYAmt
EOY	$2,510,906	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$340,846	BOYAmt
EOY	$783,402	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,717,503	BOYAmt
EOY	$3,294,308	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$3,166,904	BOYAmt
EOY	$3,694,363	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$111,128	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$465,677	NetUnrlzdGainsLossesInvstAmt
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)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

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	$434,323	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$945,878	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,128,769	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,118,534	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,804,808	CurrentTaxYearAmt
Total	$5,432,312	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$992,667	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,067,909	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$878,272	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$863,132	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,383,549	CurrentTaxYearAmt
Total	$5,185,529	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,426,990	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,013,787	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,007,041	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,981,666	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,188,357	CurrentTaxYearAmt
Total	$10,617,841	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$254,419	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$753,833	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$814,292	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$691,190	CurrentTaxYearMinus1YearAmt
Current Tax Year	$590,378	CurrentTaxYearAmt
Total	$3,104,112	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$88,266	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$50,276	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$367,627	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,524	CurrentTaxYearMinus1YearAmt
Total	$514,693	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$342,685	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$804,109	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,181,919	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$699,714	CurrentTaxYearMinus1YearAmt
Current Tax Year	$590,378	CurrentTaxYearAmt
Total	$3,618,805	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$6,999,036	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$84,426	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$129,268	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$341,184	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14	CurrentTaxYearAmt
Total	$554,902	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$84,426	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$129,268	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$341,184	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14	CurrentTaxYearAmt
Total	$554,902	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,511,416	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,143,055	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,348,225	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,981,676	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,188,371	CurrentTaxYearAmt
Total	$11,172,743	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.62640	PublicSupportCY509Pct
Public Support PY509	0.57510	PublicSupportPY509Pct
Investment Income CY	0.04970	InvestmentIncomeCYPct
Investment Income PY	0.06360	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

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	POOLED INV FUND - FFTC	Desc
Book Value	$2,803,860	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$2,803,860	TotalBookValueSecuritiesAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$3,641,810	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$465,677	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$5,246	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$470,923	RevenueNotReportedAmt
Revenue Subtotal	$3,170,887	RevenueSubtotalAmt
Investment Expenses Not Incld	$17,484	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$17,484	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,188,371	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$3,065,004	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$5,245	DonatedServicesUseFcltsAmt
Expenses Not Reported	$5,245	ExpensesNotReportedAmt
Expenses Subtotal	$3,059,759	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$17,484	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$17,484	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$3,077,243	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	THE INSTITUTE ADOPTED THE 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, 2019 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED.	ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	CENTRAL AMERICA AND THE CARIBBEAN	RegionTxt
Offices	0	OfficesCnt
Employee	0	EmployeeCnt
Type Of Activities Conducted	PROGRAM SERVICES	TypeOfActivitiesConductedTxt
Specific Services Provided	THIS PROGRAM PROVIDES FREE SURGICAL TREATMENT TO PATIENTS AND EDUCATION FOR IN-COUNTRY ORTHOPEDIC SURGEONS, NURSES, PHYSICAL THERAPISTS AND OTHER HEALTHCARE PROFESSIONALS ON THE MOST ADVANCED TREATMENTS AND SURGICAL TECHNIQUES FOR DISEASES OF THE HIP AND KNEE JOINTS.	SpecificServicesProvidedTxt
Region Total Expenditures	$795,140	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$795,140	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$795,140	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3:	THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO ACCOUNT FOR EXPENDITURES REPORTED IN PART I.
PART III ACCOUNTING METHOD:

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
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	0	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	$116,166	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$11,587	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$10,859	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$24,253	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$162,865	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	208	ContributionCnt
Noncash Contributions Rpt F990	$700,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	1	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 33:	FormAndLineReferenceDesc
Explanation	OPERATION WALK, A PROGRAM PROVIDING FREE HIP AND KNEE REPLACEMENT SURGERIES IN COUNTRIES WITHOUT ACCESS TO THIS TYPE OF MEDICAL TREATMENT, ACCEPTS DONATIONS FROM DEVICE COMPANIES FOR THE MEDICAL IMPLANTS USED IN SOME OF THESE SURGERIES. ANY DONATED IMPLANTS ARE RECEIVED IMMEDIATELY BEFORE THE TRIP AND ANY EXCESS ARE RETURNED AT THE CONCLUSION OF THE TRIP. IN 2019, NO REVENUE OR EXPENSE WAS RECORDED WITH RESPECT TO THESE DEVICES DUE TO A LACK OF AVAILABLE VALUATION INFORMATION. GOING FORWARD, OCRI PLANS TO OBTAIN VALUATION INFORMATION AND RECORD REVENUE AND EXPENSE WITH RESPECT TO THE RECEIPT OF SUCH DEVICES.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	DIRECTORS, OFFICERS AND KEY EMPLOYEES CERTIFY THAT THEY READ THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND HAVE DISCLOSED ANY RELATIONSHIPS WITH ANY OF THE ORGANIZATION'S CONTRACTING PARTIES ON THE ORGANIZATION'S CONFLICT OF INTEREST FORM. THE EXECUTIVE DIRECTOR REVIEWS THESE CERTIFIED FORMS, INCLUDING COMPARISONS TO THE PRIOR YEAR'S DISCLOSURES, AND CONFIRMS ANY CHANGES WITH THE SIGNERS. NO QUESTIONABLE RELATIONSHIP HAS BEEN NOTED OR BROUGHT TO THE ATTENTION OF THE APPROPRIATE GOVERNANCE GROUP. AT THE FEBRUARY MEETING OF THE FINANCE/AUDIT COMMITTEE, THE EXECUTIVE DIRECTOR REVIEWS WITH THE COMMITTEE THE COMPLIANCE STEPS TAKEN AND THE RESULTS FOR THE YEAR, AND CONFIRMS THAT NOTHING HAS BEEN BROUGHT TO HER ATTENTION DURING THE YEAR WHICH WOULD REQUIRE FURTHER EXAMINATION OF THE CURRENT CONFLICT OF INTEREST CERTIFICATIONS. THIS REVIEW IS INCLUDED AS PART OF THE COMMITTEE'S NORMAL REPORT TO THE BOARD REGARDING THE COMMITTEE'S ACTIVITIES.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMMITTEE COMPLETES A PERFORMANCE EVALUATION AND ASSESSMENT OF SALARY FOR THE EXECUTIVE DIRECTOR ANNUALLY. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD, CHAIRMAN OF THE RESEARCH ADVISORY COMMITTEE AND THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR IS A MEMBER OF THE EXECUTIVE COMMITTEE; HOWEVER, HAS NO VOTE WHEN IT COMES TO PERSONAL PERFORMANCE AND SALARY. THE ORTHOCAROLINA RESEARCH INSTITUTE SHARES HUMAN RESOURCE SERVICES WITH ORTHOCAROLINA, PA. THE ORTHOCAROLINA, PA HUMAN RESOURCE DEPARTMENT PERFORMS PERIODIC REVIEWS OF ALL POSITIONS TO ENSURE SALARIES ARE COMPETITIVE AND FAIR WITHIN THE MARKET. IT IS COMMON PRACTICE FOR SALARIES TO INCREASE 3-5% DEPENDING ON INDIVIDUAL PERFORMANCE ANNUALLY. THE EXECUTIVE DIRECTOR BUDGETS SALARY INCREASES ANNUALLY AND SHOULD A STAFF SALARY INCREASE GREATER THAN THE 3-5% EXPECTED RANGE, IT IS PRESENTED BEFORE THE EXECUTIVE COMMITTEE FOR APPROVAL. ALL SALARY ADJUSTMENTS MADE BY THE ORTHOCAROLINA RESEARCH INSTITUTE ARE DOCUMENTED AND SUBMITTED TO THE ORTHOCAROLINA PA, HUMAN RESOURCE DEPARTMENT FOR FINAL APPROVAL BEFORE SUBMITTING TO PAYROLL.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, POLICIES AND PROCEDURES, AND FINANCIAL STATEMENTS ARE HELD IN THE OFFICE OF THE EXECUTIVE DIRECTOR. SUCH DOCUMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST.
FORM 990, PART VII, SECTION A, #16	THE INSTITUTE HAS AN AGREEMENT WITH AN UNRELATED ORGANIZATION TO SHARE EMPLOYEES. ALL PERSONS PROVIDING SERVICES TO THE INSTITUTE ARE EMPLOYEES OF THE UNRELATED ORGANIZATION. THE INSTITUTE REIMBURSES THE ORGANIZATION FOR THE SERVICES PROVIDED BY SUCH EMPLOYEES TO THE INSTITUTE. THIS AMOUNT HAS BEEN SHOWN IN PART IX AS "SHARED SERVICES EXPENSE." THE AMOUNTS SHOWN IN PART VII FOR CHRISTI CADD REFLECT THE AMOUNTS REIMBURSED BY THE INSTITUTE FOR HER SERVICES.