Nonprofit · EIN 52-1266997
ORTHOPAEDIC RESEARCH OF VIRGINIA
Tax-exempt · RICHMOND, VA 23229
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $69,182 | $461,552 | -$392,370 | $441,922 | $0 | $441,922 |
| December 31, 2024 | 990 | $258,080 | $549,916 | -$291,836 | $834,292 | $0 | $834,292 |
| December 31, 2023 | 990 | $241,186 | $587,649 | -$346,463 | $1,126,128 | $0 | $1,126,128 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $43,834
- Program service revenue
- $312
- Investment income
- $25,036
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $315,372
- Salaries, compensation and benefits (total)
- $401,968
- Professional fundraising fees
- $0
- Legal fees
- $5,755
- Travel
- $14,238
- Program services (functional)
- $430,704
- Management and general (functional)
- $26,744
- Fundraising (functional)
- $4,104
Balance sheet and other
- Total assets, start of year
- $834,292
- Total assets, end of year
- $441,922
- Total liabilities, end of year
- $0
- Net assets, end of year
- $441,922
- Publicly traded securities
- $420,711
- Gross receipts
- $69,182
- Employees
- 8
- Volunteers
- 0
- Year formed
- 1982
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL E CALDWELL III MD | PRESIDENT Trustee or director, Officer | 12 | $0 |
| WILLIAM R BEACH MD | VICE PRESIDENT Trustee or director, Officer | 18 | $0 |
| SHANNON WOLFE MD | SECRETARY Trustee or director, Officer | 17 | $0 |
| JOHN F MEYERS MD | TREASURER Trustee or director, Officer | 12 | $0 |
| JULIOUS SMITH III MD | PHYSICIAN ADMINISTRATOR Trustee or director | 1 | $0 |
| TERRY WHIPPLE MD | DIRECTOR Trustee or director | 1 | $0 |
| DAVID THOMASON | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM H ULMER JR DO | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL MCBRAYER | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY ROBERTS MD | DIRECTOR Trustee or director | 1 | $0 |
| ROB UKROP | DIRECTOR Trustee or director | 1 | $0 |
| DUSTIN DYER DO | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL E CALDWELL III MD | PRESIDENT Trustee or director, Officer | 12 | $0 |
| WILLIAM R BEACH MD | VICE PRESIDENT Trustee or director, Officer | 18 | $0 |
| SHANNON WOLFE MD | SECRETARY Trustee or director, Officer | 17 | $0 |
| JOHN F MEYERS MD | TREASURER Trustee or director, Officer | 12 | $0 |
| JULIOUS SMITH III MD | PHYSICIAN ADMINISTRATOR Trustee or director | 1 | $0 |
| TERRY WHIPPLE MD | DIRECTOR Trustee or director | 1 | $0 |
| DAVID THOMASON | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM H ULMER JR DO | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL MCBRAYER | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY ROBERTS MD | DIRECTOR Trustee or director | 1 | $0 |
| ROB UKROP | DIRECTOR Trustee or director | 1 | $0 |
| DUSTIN DYER DO | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL E CALDWELL III MD | PRESIDENT Trustee or director, Officer | 12 | $0 |
| WILLIAM R BEACH MD | VICE PRESIDENT Trustee or director, Officer | 18 | $0 |
| SHANNON WOLFE MD | SECRETARY Trustee or director, Officer | 17 | $0 |
| JOHN F MEYERS MD | TREASURER Trustee or director, Officer | 12 | $0 |
| JULIOUS SMITH III MD | PHYSICIAN ADMINISTRATOR Trustee or director | 1 | $0 |
| TERRY WHIPPLE MD | DIRECTOR Trustee or director | 1 | $0 |
| DAVID THOMASON | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM H ULMER JR DO | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL MCBRAYER | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY ROBERTS MD | DIRECTOR Trustee or director | 1 | $0 |
| ROB UKROP | DIRECTOR Trustee or director | 1 | $0 |
| DUSTIN DYER DO | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8001 FRANKLIN FARMS DR RM 200, RICHMOND, VA 23229-5108
- Principal officer (990 for 2025)
- PAUL CALDWELL III MD, 8100 THREE CHOPT ROAD 119, HENRICO, VA 23229
- Signed the 990
- PAUL CALDWELL III MD, PRESIDENT
- Phone
- (804) 527-2800
- Website
- WWW.ORV.COM
- Return prepared by
- PBMARES LLP
Mission
SPONSORSHIP OF 1 YEAR ACGME-ACCREDITED FELLOWSHIPS IN ARTHROSCOPY AND SPORTS MEDICINE FOR 3 TO 4 ORTHOPAEDIC PHYSICIANS; EDUCATION FOR PRACTICING ORTHOPAEDIC SURGEONS, RESEARCH TO ADVANCE MUSCULOSKELETAL CARE.
Program accomplishments
- EDUCATION AND TRAINING OF 4 FELLOWSHIP PHYSICIANS.Expenses $430,704 · revenue $312
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1266997
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Medical research (H9DZ)
- Assets (IRS master file)
- $441,922
- Income (IRS master file)
- $69,182
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $69,182 | $461,552 | $441,922 | IRS |
| 990 | December 2024 | $258,080 | $549,916 | $834,292 | IRS |
| 990 | December 2023 | $241,186 | $587,649 | $1,126,128 | XML |
| 990 | December 2022 | $377,000 | $479,099 | $1,472,591 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1266997).
Questions about ORTHOPAEDIC RESEARCH OF VIRGINIA
- What is the EIN of ORTHOPAEDIC RESEARCH OF VIRGINIA?
- The employer identification number (EIN) of ORTHOPAEDIC RESEARCH OF VIRGINIA is 52-1266997.
- Is ORTHOPAEDIC RESEARCH OF VIRGINIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to ORTHOPAEDIC RESEARCH OF VIRGINIA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORTHOPAEDIC RESEARCH OF VIRGINIA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORTHOPAEDIC RESEARCH OF VIRGINIA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORTHOPAEDIC RESEARCH OF VIRGINIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ORTHOPAEDIC RESEARCH OF VIRGINIA?
- The 990 for the year ended December 31, 2025 names PAUL CALDWELL III MD.
- Who are the officers and directors of ORTHOPAEDIC RESEARCH OF VIRGINIA?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ORTHOPAEDIC RESEARCH OF VIRGINIA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $69,182, expenses of $461,552 and total assets of $441,922 at year end.
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