EASTERN ORTHOPAEDIC EDUCATION FOUNDATION (EIN 134007269) - 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

1997

Legal Domicile

Principal Officer

MARK J LEMOS

Phone

4104944994

Tax Period

2024-01-01 to 2024-12-31

EASTERN ORTHOPAEDIC EDUCATION FOUNDATION, founded in 1997, is a small nonprofit in the Education sector that reported $112K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Net assets of $1.7M represent 178 months of operating reserves.

Mission

TO SUPPORT AND PROMOTE ORTHOPAEDIC SURGICAL 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 (2024)

Revenue Breakdown

Contributions & Grants $80,209

Program Service Revenue $0

Investment Income $32,109

Other Revenue $0

TOTAL REVENUE $112,318

Expense Breakdown

Grants Paid $95,348

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,578

Other Expenses $19,149

TOTAL EXPENSES $114,497

Year-over-Year Comparison

	2024	2023	Change
Revenue	$112,318	$91,270	+0.2%
Expenses	$114,497	$50,770	+1.3%
Net Income	$-2,179	$40,500	-1.1%

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

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
GLEN A BARDEN MD	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOHN RICHMOND MD	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID ROMNESS MD	TREASURER	1.00	Officer Director	$0	$0	$0
CHITRANJAN S RANAWAT MD	CHAIRMAN EMERITUS	1.00	Officer	$0	$0	$0
MARK LEMOS MD	EOA REPRESENTATIVE	1.00	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	$112,318	$114,497	$1,728,260	$-2,179
2023	$91,270	$50,770	$1,535,500	$40,500
2022	$107,935	$112,361	$1,372,080	$-4,426
2021	$101,856	$28,634	$1,588,277	$73,222
2020	$65,673	$85,720	$1,390,671	$-20,047
2019	$122,270	$74,570	$1,241,202	$47,700
2018	$115,339	$47,513	$1,049,306	$67,826

EASTERN ORTHOPAEDIC EDUCATION FOUNDATION