Arthroscopy Association of North America Educational Foundation (EIN 262136165) - 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

2007

Legal Domicile

Phone

8472922262

Tax Period

2024-01-01 to 2024-12-31

ARTHROSCOPY ASSOCIATION OF NORTH AMERICA EDUCATIONAL FOUNDATION, founded in 2007, is a community nonprofit in the Diseases & Disorders sector that reported $4.7M in total revenue in fiscal year 2018. Revenue surged 202% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.2M, a strong 69% operating margin.

Mission

TO ADVANCE THE STUDY AND PRACTICE OF ARTHROSCOPY

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $590,138

Program Service Revenue $0

Investment Income $745,636

Other Revenue $831

TOTAL REVENUE $1,336,605

Expense Breakdown

Grants Paid $344,010

Salaries & Benefits $0

Fundraising Expenses $113,109

Program Expenses $685,490

Other Expenses $482,306

TOTAL EXPENSES $837,467

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,336,605	$1,441,171	-0.1%
Expenses	$837,467	$1,178,354	-0.3%
Net Income	$499,138	$262,817	+0.9%

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

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

$510,236

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN CURTIS MD	PRESIDENT	1.0	Officer Director	$0	$0	$0
JAMES STONE MD	PAST PRESIDENT	1.0	Officer Director	$0	$0	$0
JASON DRAGOO MD	TREASURER	1.0	Officer Director	$0	$0	$0
JOHN KELLY MD	1ST VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
JOHN TOKISH MD	IMEDIATE PAST PRESIDENT	1.0	Officer Director	$0	$0	$0
JOSPEH TAURO MD	SECRETARY	1.0	Officer Director	$0	$0	$0
KEVIN BONNER MD	2ND VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
AARON KRYCH MD	DIRECTOR	1.0	Director	$0	$0	$0
AUGUSTUS MAZZOCCA MD	DIRECTOR	1.0	Director	$0	$0	$0
DON BUFORD MD	DIRECTOR	1.0	Director	$0	$0	$0
JEANNE PATZKOWSKI MD	DIRECTOR	1.0	Director	$0	$0	$0
KEVIN PLANCHER MD	DIRECTOR	1.0	Director	$0	$0	$0
LAURA ALBERTON MD	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL O'BRIEN MD	DIRECTOR	1.0	Director	$0	$0	$0
LAURA DOWNES	EXECUTIVE DIRECTOR	1.0	Officer	$0	$61,224	$510,236
CHRISTINE NOGAL	CHIEF OPPERATING AND BUSINESS DEVELOPMENT OFFICER	1.0	Highest	$0	$59,085	$259,041
TERRI BRUCE	DIRECTOR OF DEVELOPMENT	40.0	Highest	$0	$23,555	$151,774

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	$1,336,605	$837,467	$18,558,876	$499,138
2023	$1,441,171	$1,178,354	$16,743,697	$262,817
2022	$1,735,098	$1,561,459	$14,603,107	$173,639
2021	$879,762	$918,898	$16,543,377	$-39,136
2020	$1,358,242	$2,130,615	$14,847,265	$-772,373
2019	$1,615,204	$1,610,569	$12,671,716	$4,635
2018	$4,662,425	$1,464,351	$11,697,129	$3,198,074

Arthroscopy Association of North America Educational Foundation