CLINICAL ORTHOPAEDIC SOCIETY INC C/O DATA TRACE MGMT SERVICES

EIN: 237164991 501(c)(3)

TOWSON, MD

Total Revenue
$244,341
Total Expenses
$266,319
Total Assets
$614,265
Net Assets
$502,112
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1921
Legal Domicile
IN
Principal Officer
BRENDAN MACKAY MD
Phone
4104940515
Tax Period
2023-01-01 to 2023-12-31

CLINICAL ORTHOPAEDIC SOCIETY INC C/O DATA TRACE MGMT SERVICES, founded in 1921, is a small nonprofit that reported $244K in total revenue in fiscal year 2023. Net assets of $502K represent 25 months of operating reserves.

Mission

TO OPTIMIZE THE SCIENCE OF THE PHYSICAL EXAMINATION AS THE CENTRAL COMPONENT IN THE DIAGNOSIS AND MANAGEMENT OF MUSCULOSKELETAL CONDITIONS AND TO EDUCATE SOCIETY ON ORTHOPAEDIC ISSUES IMPACTING PATIENT 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $25,100
Program Service Revenue $207,063
Investment Income $12,178
Other Revenue $0
TOTAL REVENUE $244,341

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $221,820
Other Expenses $266,319
TOTAL EXPENSES $266,319

Year-over-Year Comparison

2023 2022 Change
Revenue $244,341 $246,421 0.0%
Expenses $266,319 $237,739 +0.1%
Net Income $-21,978 $8,682 -3.5%
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

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Governance

Voting Members
11
Independent Members
11
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
6
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRENDAN MACKAY MD PRESIDENT 3.00
Officer Director
$0 $0 $0
AFSHIN RAZI MD FIRST PRESIDENT-ELECT 2.00
Officer Director
$0 $0 $0
THOMAS DEBERARDINO MD SECOND PRESIDENT-ELECT 2.00
Officer Director
$0 $0 $0
RAMON RODRIGUEZ MD SECRETARY/TREASURER 2.00
Officer Director
$0 $0 $0
GEORGE BRINDLEY MD LIBRARIAN/HISTORIAN 1.00
Officer Director
$0 $0 $0
ROBERT HARRIS MD IMMEDIATE PAST PRESIDENT 2.00
Officer Director
$0 $0 $0
ELIZABETH POLFER MD MEMBER AT LARGE 1.00
Director
$0 $0 $0
J RANDALL RIEHL MD PAST PRESIDENT 1.00
Director
$0 $0 $0
KARTIK SHENOY MD MEMBER AT LARGE 1.00
Director
$0 $0 $0
MARLENE DEMAIO MD MEMBER AT LARGE 1.00
Director
$0 $0 $0
SONIA CHAUDREY MD MEMBER AT LARGE 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 $244,341 $266,319 $614,265 $-21,978
2022 $246,421 $237,739 $498,797 $8,682
2021 $262,811 $245,799 $649,307 $17,012
2020 $46,853 $81,888 $505,208 $-35,035
2019 $253,038 $246,363 $548,186 $6,675
2018 $208,750 $216,778 $404,168 $-8,028
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