PENNSYLVANIA ORTHOPAEDIC SOCIETY

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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

1980

Legal Domicile

Principal Officer

VINCENT BATTISTA MD

Phone

4104944994

Tax Period

2023-01-01 to 2023-12-31

PENNSYLVANIA ORTHOPAEDIC SOCIETY, founded in 1980, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 234% from the prior year, signaling strong growth momentum. The organization ran a surplus of $661K, a strong 48% operating margin.

Mission

THE PENNSYLVANIA ORTHOPAEDIC SOCIETY WORKS TO ENHANCE OUR MEMBERS' ABILITY TO PROVIDE THE HIGHEST QUALITY MUSCULOSKELETAL CARE.

Program Service Accomplishments

Program 1

PENNSYLVANIA ORTHOPAEDIC SOCIETY HOSTS SCIENTIFIC MEETINGS ANNUALLY. THESE MEETINGS PROVIDE A FORUM FOR DISCUSSION/TEACHING OF THE MANAGEMENT OF ALL MUSCULOSKELETAL CONDITIONS. THE SOCIETY ALSO...

PENNSYLVANIA ORTHOPAEDIC SOCIETY HOSTS SCIENTIFIC MEETINGS ANNUALLY. THESE MEETINGS PROVIDE A FORUM FOR DISCUSSION/TEACHING OF THE MANAGEMENT OF ALL MUSCULOSKELETAL CONDITIONS. THE SOCIETY ALSO PROVIDES MEDICAL CODING SEMINARS EACH YEAR FOR PHYSICIANS AND PRACTICE ADMINISTRATIVE STAFF TO LEARN CODING/DOCUMENTATION GUIDELINES AND TO GAIN KNOWLEDGE OF ISSUES AND PAYOR POLICIES.

Program 2

PENNSYLVANIA ORTHOPAEDIC SOCIETY ENGAGES IN EDUCATIONAL AND LOBBYING EFFORTS TO PROMOTE THE PRACTICE OF ORTHOPAEDICS IN RELATIONSHIP TO MEDICAL LIABILITY REFORM, WORKERS' COMPENSATION, AND PHASE-OUT OF THE MCARE FUND ALONG WITH PRESERVATION OF PHYSICIAN OWNERSHIP OF ANCILLARY SERVICES. ADDITIONAL EFFORTS INCLUDE WORKING TO IMPROVE CONTRACTUAL RELATIONSHIPS BETWEEN PHYSICIANS AND HEALTH INSURERS.

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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 $1,010,866

Program Service Revenue $348,000

Investment Income $24,500

Other Revenue $1,336

TOTAL REVENUE $1,384,702

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $723,336

TOTAL EXPENSES $723,336

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,384,702	$414,080	+2.3%
Expenses	$723,336	$559,754	+0.3%
Net Income	$661,366	$-145,674	-5.5%

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

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
DANIEL DAVIS MD	MEMBER AT LARGE/ BOC REP	1.00	Director	$0	$0	$0
KIMBERLY ZAMBITO MD	SECRETARY	2.00	Officer Director	$0	$0	$0
BRIAN TINSLEY MD	YOUNG SURGEON COMMITTEE CHAIR	1.00	Director	$0	$0	$0
CHARLES HUMMER III MD	ORTHOPAC VICE CHAIR	1.00	Director	$0	$0	$0
JACK KAZANJIAN DO FAOAO	TREASURER	2.00	Officer Director	$0	$0	$0
BARRY SNYDER MD	PAMED DELEGATE	1.00	Director	$0	$0	$0
KATHRYNE STABILE MD	EDUCATION COMMITTEE CHAIR	1.00	Director	$0	$0	$0
DANIEL TORRES MD	ADVOCACY COMMITTEE CHAIR	1.00	Director	$0	$0	$0
SUZETTE SONG MD	BOC REPRESENTATIVE	1.00	Director	$0	$0	$0
MATTHEW GARNER MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
MATTHEW J KELLY MD	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
JONATHAN GARINO MD MBA	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JOSHUA PORT MD	ORTHOPAC CHAIR	1.00	Director	$0	$0	$0
KENNETH URISH MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
CHRISTOPHER HENDERSON MD	FIRST VP	2.00	Officer Director	$0	$0	$0
ARJUN SAXENA MD MBA	BYLAWS COMMITTEE CHAIR	1.00	Director	$0	$0	$0
PAUL JULIANO MD	PAMED ALTERNATE DELEGATE	1.00	Director	$0	$0	$0
VINCENT BATTISTA MD	PRESIDENT	5.00	Officer Director	$0	$0	$0
MICHAEL BIRNS MD	MEMBERSHIP COMMITTEE CHAIR	1.00	Director	$0	$0	$0
JAMES GUILLE MD	BOC REPRESENTATIVE	1.00	Director	$0	$0	$0
AMAN DHAWAN MD	SECOND VP	2.00	Officer 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	$1,384,702	$723,336	$1,305,917	$661,366
2022	$414,080	$559,754	$718,103	$-145,674
2021	$427,059	$681,130	$1,022,817	$-254,071
2020	$478,742	$500,125	$950,355	$-21,383
2019	$817,182	$806,808	$828,225	$10,374
2018	$671,141	$654,057	$670,648	$17,084