North Carolina · Nonprofit
ORTHOCAROLINA RESEARCH INSTITUTE INC
ORTHOCAROLINA RESEARCH INSTITUTE INC (North Carolina) receives grants from 17 organizations whose IRS filings report $4,779,356 to it, the largest being FOUNDATION FOR THE CAROLINAS ($1,859,863). 10 of them have funded it in more than one year, and 60% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2024
- $2.6M
- Funders on record
- 17
- Grants received
- $4.8M
- Net assets
- $3.6M
What Orthocarolina Research Institute Inc does
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.
As stated on its FY2024 Form 990.
Programs
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.
$1,420,152 spent$507,419 earned by the program86% of program spendingOperation 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.
$120,408 spent7% of program spendingThe 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.
$98,592 spent6% of program spendingArms 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.
$20,095 spent1% of program spending
The 4 programs described on its FY2023 Form 990, listed largest first by expense. Program spending in total: $1,659,247.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $3.8M to $4.7M (+25%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2020 12%. Grants only. Government contracts and fees sit inside program revenue.
77% of ORTHOCAROLINA RESEARCH INSTITUTE INC’s revenue is contributions — more donation-reliant than the typical peer (51% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Christi Cadd
Executive director
Board chair
Clenn Gaston Md
Chairman
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 5 funders to 7 funders, grant income rose $157k → $574k.
6 of 17 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 60% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of ORTHOCAROLINA RESEARCH INSTITUTE INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
ORTHOCAROLINA RESEARCH INSTITUTE INC leans on a few funders — its largest provides 39% of grant income and the top three 92%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
65% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund ORTHOCAROLINA RESEARCH INSTITUTE INC.
Largest funder’s share by year: 2017 71% · 2018 53% · 2019 38% · 2020 54% · 2021 51% · 2022 57% · 2023 52% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
42% of ORTHOCAROLINA RESEARCH INSTITUTE INC's funders are still giving 3 years after their first grant; 59% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
60% of ORTHOCAROLINA RESEARCH INSTITUTE INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $1.9M that is directly attributable, 86% of it comes from North Carolina funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $2.9M arriving through sponsors registered in 6 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
ORTHOCAROLINA RESEARCH INSTITUTE INC runs a healthier operating margin than three-quarters of the 8,121 health nonprofits its size.
this organization peer median middle 50% of peers· 8,121 health nonprofits $1M–$10M, FY2024
Organizations like ORTHOCAROLINA RESEARCH INSTITUTE INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In North Carolina
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
68% of spending goes to programs.
Governance
Public support
72%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Screen this organization
A dated, signed PDF of the compliance screen for ORTHOCAROLINA RESEARCH INSTITUTE INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds ORTHOCAROLINA RESEARCH INSTITUTE INC?
- ORTHOCAROLINA RESEARCH INSTITUTE INC (North Carolina) receives grants from 17 organizations whose IRS filings report $4,779,356 to it, the largest being FOUNDATION FOR THE CAROLINAS ($1,859,863). 10 of them have funded it in more than one year, and 60% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does ORTHOCAROLINA RESEARCH INSTITUTE INC have?
- IRS filings report 17 organizations giving $4,779,356 in grants to ORTHOCAROLINA RESEARCH INSTITUTE INC, 10 of which have funded it in more than one year.
- Who is the largest funder of ORTHOCAROLINA RESEARCH INSTITUTE INC?
- FOUNDATION FOR THE CAROLINAS is the largest funder on record, with $1,859,863 in grants. The full list of funders is on this page.
- How can an organization like ORTHOCAROLINA RESEARCH INSTITUTE INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in North Carolina. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Orthocarolina Research Institute →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 17 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing