American Association of Orthopaedic Medicine (EIN 263014423) - Form 990 Financial Analysis & Trantor Score

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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

2008

Legal Domicile

Principal Officer

Amy Bucaida

Phone

6082684718

Tax Period

2023-01-01 to 2023-12-31

American Association of Orthopaedic Medicine, founded in 2008, is a small nonprofit in the Education sector that reported $302K in total revenue in fiscal year 2023. Revenue surged 49% from the prior year, signaling strong growth momentum. Expenses of $292K left a modest 3% surplus.

Mission

The organization provides information and educational programs on the accurate diagnosis and treatment of musculoskeletal pain using contemporary interventional regenerative orthopedic medicine and related technologies.

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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 $40,047

Program Service Revenue $257,251

Investment Income $0

Other Revenue $4,609

TOTAL REVENUE $301,907

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $198,220

Other Expenses $291,865

TOTAL EXPENSES $291,865

Year-over-Year Comparison

	2023	2022	Change
Revenue	$301,907	$202,000	+0.5%
Expenses	$291,865	$261,113	+0.1%
Net Income	$10,042	$-59,113	-1.2%

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

$88,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charles Mahl MD	Past President	1.00	Officer Director	$0	$0	$0
Jonathan Fenton DO	Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
Michael Carlson DO	President	1.00	Officer Director	$0	$0	$0
John Ferrell III MC	Director	1.00	Director	$0	$0	$0
Frank Johnson MD	Director	1.00	Director	$0	$0	$0
Robert Joseph MD	Director	1.00	Director	$0	$0	$0
Steven Karageanes DO	President-Elect	1.00	Officer Director	$0	$0	$0
Robert Monaco MD	Director	1.00	Director	$0	$0	$0
Jennifer Stebbing MD	Director	1.00	Director	$0	$0	$0
Sean Mulvaney MD	Director	1.00	Director	$0	$0	$0
Amy Bucaida	Executive Director	40.00	Director	$88,600	$0	$88,600
Tejas Ozarkar MC	Director	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	$301,907	$291,865	$99,773	$10,042
2022	$202,000	$261,113	$65,075	$-59,113
2021	$97,428	$144,664	$131,017	$-47,236
2020	$319,283	$320,817	$169,930	$-1,534
2019	$529,473	$573,516	$188,228	$-44,043

American Association of Orthopaedic Medicine