UNIVERSITY ORTHOPAEDIC ASSOCIATION INC (EIN 043666805) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

DANIEL WURTZ

Phone

3172787883

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY ORTHOPAEDIC ASSOCIATION INC, founded in 2002, is a community nonprofit in the Health Care sector that reported $10.0M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

TO ENGAGE ACTIVELY AND CONTINUOUSLY IN MEDICAL RESEARCH AND TO PROVIDE MEDICAL EDUCATION IN CONJUNCTION WITH AND AUXILLARY TO THE OPERATION OF THE INDIANA UNIVERSITY SCHOOL OF MEDICINE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $9,958,367

Investment Income $0

Other Revenue $0

TOTAL REVENUE $9,958,367

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,950,769

Other Expenses $9,961,117

TOTAL EXPENSES $9,961,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,958,367	$11,590,406	-0.1%
Expenses	$9,961,117	$11,590,406	-0.1%
Net Income	$-2,750	$0	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
L DANIEL WURTZ	PRESIDENT	5.00	Officer Director	$0	$0	$0
BRIAN MULLIS	BOARD MEMBER	5.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$9,958,367	$9,961,117	$120,173	$-2,750
2024	$11,590,406	$11,590,406	$122,923	No data
2023	$11,932,235	$11,938,037	$122,923	$-5,802
2022	$10,511,925	$10,512,159	$128,725	$-234
2021	$11,069,222	$11,055,251	$142,818	$13,971
2020	$9,991,225	$9,963,069	$161,436	$28,156
2019	$8,521,550	$8,526,390	$100,691	$-4,840
2018	$8,064,983	$8,079,711	$105,531	$-14,728

UNIVERSITY ORTHOPAEDIC ASSOCIATION INC