AMERICAN ORTHOPAEDIC ASSOCIATION (EIN 136118458) - 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

1937

Legal Domicile

Principal Officer

KYLE JERAY

Phone

8473187330

Tax Period

2024-01-01 to 2024-12-31

American Orthopaedic Association, founded in 1937, is a community nonprofit in the Diseases & Disorders sector that reported $5.0M in total revenue in fiscal year 2018. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 32% operating margin.

Mission

ENGAGING THE ORTHOPAEDIC COMMUNITY TO DEVELOP LEADERS, STRATEGIES, AND RESOURCES TO GUIDE THE FUTURE OF MUSCULOSKELETAL CARE.

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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 $2,501,126

Program Service Revenue $1,519,923

Investment Income $918,348

Other Revenue $0

TOTAL REVENUE $4,939,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,298,624

Fundraising Expenses $26,754

Program Expenses $3,273,954

Other Expenses $1,956,783

TOTAL EXPENSES $4,255,407

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,939,397	$4,357,489	+0.1%
Expenses	$4,255,407	$4,624,780	-0.1%
Net Income	$683,990	$-267,291	-3.6%

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

Volunteers

200

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

$514,201

Total Directors

Key Employees

$229,099

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDER GHANAYEM MD FAOA	PRESIDENT (24-25)	2.00	Officer Director	$0	$0	$0
KYLE J JERAY MD FAOA	FIRST PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
REX C HAYDON MD PHD FAOA	SECRETARY (23-24)	2.00	Officer Director	$0	$0	$0
KEITH KENTER MD FAOA	SECRETARY (24-25)	2.00	Officer Director	$0	$0	$0
APRIL ARMSTRONG MD FAOA	TREASURER	2.00	Officer Director	$0	$0	$0
ANN E VAN HEEST MD FAOA	FIRST PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
WAYNE J SEBASTIANELLI MD FAOA	SECOND PAST PRESIDENT (24-25)	2.00	Officer Director	$0	$0	$0
STEPHEN L KATES MD FAOA	SECOND PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
SERENA S HU MD FAOA	SECOND PAST PRESIDENT (23-24)	2.00	Officer Director	$0	$0	$0
JOSHUA C PATT MD MPH FAOA	CRITICAL ISSUES/ED PROG CH	2.00	Director	$0	$0	$0
CHRISTOPHER DY MD FAOA FACS MPH	DELEGATE-AT-LARGE (23-24)	2.00	Director	$0	$0	$0
AARON BRANDT MD	EMERGING LEADER DELEGATE (23-24)	2.00	Director	$0	$0	$0
MICHAEL A SIMON MD FAOA	HISTORIAN	2.00	Director	$0	$0	$0
TESSA BALACH MD FAOA	DELEGATE-AT-LARGE (24-25)	2.00	Director	$0	$0	$0
S TRENT GUTHRIE MD FAOA	CORD/ACADEMICS CHAIR (24-25)	2.00	Director	$0	$0	$0
JONATHAN P BRAMAN MD MHA FAOA	LEADERSHIP/FELLOWSHIPCHAIR (23-24)	2.00	Director	$0	$0	$0
DANE SALAZAR MD FAOA	PROGRAM CHAIR (24-25)	2.00	Director	$0	$0	$0
MATTHEW R SCHMITZ MD FAOA	LEADERSHIP/FELLOWSHIPCHAI	2.00	Director	$0	$0	$0
LEE R LEDDY MD FAOA	MEMBERSHIP CHAIR (24-25)	2.00	Director	$0	$0	$0
VINCENT D PELLEGRINI JR MD FAOA	DEV/DONOR SPT CHAIR	2.00	Director	$0	$0	$0
HASSAN MIR MD FAOA FACS MBA	DELEGATE-AT-LARGE (24-25)	2.00	Director	$0	$0	$0
GREGORY J DELLA ROCCA MD FAOA FAC	MEMBERSHIP CHAIR (23-24)	2.00	Director	$0	$0	$0
MARK PETERSON	LAY DELEGATE	2.00	Director	$0	$0	$0
KEVIN L KIRK DO FAOA	OWN THE BONE CHAIR	2.00	Director	$0	$0	$0
LISA LATTANZA MD FAOA	PROGRAM CHAIR (23-24)	2.00	Director	$0	$0	$0
JEFFRY GEI-HUN STEPAN MD	EMERGING LEADER DELEGATE	2.00	Director	$0	$0	$0
KRISTIN OLDS GLAVIN ESQ	EXECUTIVE DIRECTOR	37.50	Officer	$401,085	$75,881	$514,201
JODENE BROWN	DEPUTY EXECUTIVE DIRECTOR	37.50	Key Emp	$207,719	$21,380	$229,099
KERRY A LENNON	BUSINESS ANALYST & TECHNOLOGY MANAGER	37.50	Highest	$125,406	$25,358	$150,764
SARAH MURPHY	SENIOR PROGRAM DIRECTOR	37.50	Highest	$128,680	$14,225	$142,905

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	$4,939,397	$4,255,407	$18,645,600	$683,990
2023	$4,357,489	$4,624,780	$16,935,289	$-267,291
2022	$5,452,804	$4,239,437	$15,679,437	$1,213,367
2021	$3,820,695	$3,251,903	$17,071,447	$568,792
2020	$3,839,049	$3,367,619	$15,911,513	$471,430
2019	$5,166,238	$4,278,116	$14,020,633	$888,122
2018	$5,043,966	$3,438,368	$11,380,656	$1,605,598

AMERICAN ORTHOPAEDIC ASSOCIATION