TRIA ORTHOPAEDIC CENTER RESEARCH INSTITUTE (EIN 200033919) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

BRADLEY NELSON MD

Phone

9528835121

Tax Period

2022-01-01 to 2022-12-31

TRIA ORTHOPAEDIC CENTER RESEARCH INSTITUTE, founded in 2003, is a small nonprofit that reported $855K in total revenue in fiscal year 2022. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $2.2M exceeded revenue, resulting in a 154% operating deficit.

Mission

IMPROVE PATIENT CARE AND ENHANCE THE MEDICAL PROFESSION THROUGH EDUCATION AND RESEARCH.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $410,104

Program Service Revenue $444,692

Investment Income $0

Other Revenue $0

TOTAL REVENUE $854,796

Expense Breakdown

Grants Paid $154

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,110,040

Other Expenses $2,167,436

TOTAL EXPENSES $2,167,590

Year-over-Year Comparison

	2022	2021	Change
Revenue	$854,796	$691,178	+0.2%
Expenses	$2,167,590	$1,839,120	+0.2%
Net Income	$-1,312,794	$-1,147,942	+0.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

N/A

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

$2,177,434

Total Directors

$6,525,319

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH C BOHN MD	TREASURER	3.00	Officer Director	$0	$34,110	$491,969
GARY FETZER MD	SECRETARY	3.00	Officer Director	$0	$86,371	$668,093
BRADLEY NELSON MD	CHAIR	3.00	Officer Director	$0	$32,888	$1,017,372
MICHAEL R WALSH MD	DIRECTOR	3.00	Director	$0	$82,793	$1,071,577
MARC TOMPKINS MD	DIRECTOR	3.00	Director	$0	$28,773	$587,920
NICO P PRONK PHD	DIRECTOR	3.00	Director	$0	$129,661	$610,780
STEVE C HOUSH	DIRECTOR	3.00	Director	$0	$62,630	$480,201
THOMAS M WALSH MD	DIRECTOR	3.00	Director	$0	$90,569	$1,089,843
KEVIN R RONNEBERG MD	DIRECTOR	3.00	Director	$0	$62,117	$507,564

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
2022	$854,796	$2,167,590	No data	$-1,312,794
2021	$691,178	$1,839,120	$166,886	$-1,147,942
2020	$409,054	$1,523,539	$77,361	$-1,114,485
2019	$710,860	$2,020,958	$104,167	$-1,310,098
2018	$560,068	$1,828,533	$125,069	$-1,268,465

TRIA ORTHOPAEDIC CENTER RESEARCH INSTITUTE