Ots Research and Education Fund Inc

Nonprofit profile at a glance

EIN
273178399
IRS 990-EZ coverage
2015–2019
Forms available
Form 990-EZ 2019, Form 990-N 2014
Location
Garden City, NY, USA
Phone
5163385099
Rating confidence
Limited
Sector
Research Institutes and/or Public Policy Analysis

Reported finances

Expenses
$165,531
Assets
$0
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2019. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • DEBORAH ANN CLARK-LORICH (PRESIDENT)
  • DAVID L HELFET MD (VICE PRESIDENT)

People named in this filing

  • DEBORAH ANN CLARK-LORICH (PRESIDENT)
  • DAVID L HELFET MD (VICE PRESIDENT)
  • RITA RUGGIERO (SECRETARY, TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2019. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Advanced research in the field of orthopaedic trauma through research and study in the trial and development of new technologies and devices to help advance the field and help patients who have undergone traumatic or polytraumatic injuries to re-establish themselves in society and restore them to pre-injury function levels. Sponsor the attendance at accredited national and international seminars regarding presentations of original research performed by the organization focusing on clinical and technical aspects of orthopaedic trauma. Encourage collaboration among seminar participants allowing for a reciprocal exchange of surgeons working on advanced orthopaedic trauma research projects.

What it reported doing in 2019

Advanced research in the field of orthopaedic trauma through research and study in the trial and development of new technologies and devices to help advance the field and help patients who have undergone traumatic or polytraumatic injuries to re-establish themselves in society and restore them to pre-injury function levels.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 10
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: Limited
  • Total-asset coverage ratio: 0; rating input score 12; 12th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 52; 52nd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -113.7% per year; rating input score 0; 7th percentile among comparable filings
  • Asset growth: -21.5% per year; rating input score 0; 35th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 2 of 2 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2015 to 2019
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 12/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 52/100.