ALUMNI ASSOC OF THE DEPT OF ORTHOPA SURGERY OF THE HOSPITAL JOINT DISEA (EIN 133644302) - 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

1991

Legal Domicile

Principal Officer

JOSEPH D ZUCKERMAN MD

Phone

2125986309

Tax Period

2023-10-01 to 2024-09-30

ALUMNI ASSOC OF THE DEPT OF ORTHOPA SURGERY OF THE HOSPITAL JOINT DISEA, founded in 1991, is a small nonprofit that reported $433K in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $624K exceeded revenue, resulting in a 44% operating deficit.

Mission

CONTINUING PROFESSIONAL EDUCATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $432,545

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $432,545

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $606,976

Other Expenses $624,360

TOTAL EXPENSES $624,360

Year-over-Year Comparison

	2023	2022	Change
Revenue	$432,545	$279,021	+0.6%
Expenses	$624,360	$303,019	+1.1%
Net Income	$-191,815	$-23,998	+7.0%

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
CHARLES JORDAN MD	VICE-PRESIDE	N/A	Officer	$0	$0	$0
JOSEPH D ZUCKERMAN MD	CHAIR OF EXE	N/A	Officer	$0	$0	$0
MICHAEL J ALAIA MD	PRESIDENT	N/A	Officer	$0	$0	$0
MICHAEL J ALAIA MD	SECRETARY/TR	N/A	Officer	$0	$0	$0
NICHOLE STEVENS	PROGRAM CHAI	N/A	Officer	$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
2024	$432,545	$624,360	$54,673	$-191,815
2023	$279,021	$303,019	$246,488	$-23,998
2022	$219,750	$269,383	$270,486	$-49,633
2021	$256,752	$201,543	$320,119	$55,209
2020	$201,174	$134,409	$264,910	$66,765
2019	$131,232	$91,703	$198,145	$39,529

ALUMNI ASSOC OF THE DEPT OF ORTHOPA SURGERY OF THE HOSPITAL JOINT DISEA