EASTERN ORTHOPAEDIC ASSOCIATION

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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

1970

Legal Domicile

Principal Officer

MARK J LEMOS MD

Phone

4104944994

Tax Period

2023-01-01 to 2023-12-31

EASTERN ORTHOPAEDIC ASSOCIATION, founded in 1970, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 49% from the prior year, signaling strong growth momentum. Expenses of $990K left a modest 4% surplus.

Mission

TO PROMOTE, ENCOURAGE, FOSTER, AND ADVANCE THE ART OF SCIENCE AND ORTHOPAEDIC SURGERY AND MATTERS RELATED THERETO, AND TO ESTABLISH A FORUM FOR FREE DISCUSSION AND TEACHING OF ORTHOPAEDIC METHODS AND PRINCIPLES AMONG THE MEMBERS.

Program Service Accomplishments

Program 1

TO DEVELOP AND FOSTER THE SCIENCE OF MEDICINE IN THE SPECIALTY OF ORTHOPAEDIC SURGERY.

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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 $183,278

Program Service Revenue $817,733

Investment Income $35,086

Other Revenue $0

TOTAL REVENUE $1,036,097

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $990,482

TOTAL EXPENSES $990,482

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,036,097	$693,931	+0.5%
Expenses	$990,482	$604,167	+0.6%
Net Income	$45,615	$89,764	-0.5%

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
ALEXUS COOPER MD	RESIDENT MEMBER	1.00	Director	$0	$0	$0
AMAR S RANAWAT MD	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
CYNTHIA L EMORY MD MBA	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JOHN D KELLY IV MD	HISTORIAN	1.00	Officer Director	$0	$0	$0
JOHN P MCCONNELL MD	FIRST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOSHUA A BAUMFELD MD	TREASURER	1.00	Officer Director	$0	$0	$0
KEVIN D PLANCHER MD MPH	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARC J LEVINE MD	BOC REPRESENTATIVE	1.00	Director	$0	$0	$0
MARK J LEMOS MD	MANAGING DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL P AST MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
NEIL P SHETH MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
RICHARD M WILK MD	SECOND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SAMEH A LABIB MD	SECRETARY	1.00	Officer Director	$0	$0	$0
STEPHEN BARCHICK MD	RESIDENT MEMBER	1.00	Director	$0	$0	$0
GEOFFREY H WESTRICH MD	BYLAWS CHAIR	1.00	Director	$0	$0	$0
ANIL S RANAWAT MD	TECHNICAL EXHIBITS CHAIR	1.00	Director	$0	$0	$0
ARJUN SAXENA MD MBA	TELECOMMUNICATIONS CHAIR	1.00	Director	$0	$0	$0
ELIZABETH MARTIN MD SCM	CME ACCREDITATION CHAIR	1.00	Director	$0	$0	$0
BRUCE A MONAGHAN MD	NEWSLETTER EDITOR	1.00	Director	$0	$0	$0
ADAM RANA MD	SAE PROGRAM CHAIR	1.00	Director	$0	$0	$0
ROBERT N RICHARDS JR MD	JAZZ BAND LEADER	1.00	Director	$0	$0	$0
SCOTT BODEN MD	IMMEDIATE PAST MANAGING	1.00	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
2024	No data	No data	No data	No data
2023	$1,036,097	$990,482	$2,093,128	$45,615
2022	$693,931	$604,167	$1,743,060	$89,764
2021	$796,341	$675,633	$1,973,283	$120,708
2020	$241,012	$252,808	$1,729,712	$-11,796
2019	$970,015	$887,206	$1,557,826	$82,809
2018	$704,147	$683,763	$1,374,422	$20,384