BEACON ORTHOPAEDIC RESEARCH & EDUCATION FOUNDATION (EIN 270643210) - 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

2009

Legal Domicile

Principal Officer

PETER CHA MD

Phone

5133543723

Tax Period

2024-01-01 to 2024-12-31

BEACON ORTHOPAEDIC RESEARCH & EDUCATION FOUNDATION, founded in 2009, is a small nonprofit in the Medical Research sector that reported $342K in total revenue in fiscal year 2024. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $147K, a strong 43% operating margin.

Mission

SUPPORT SCIENTIFIC RESEARCH AND PROVIDE EDUCATIONAL FACILITIES FOR THE ADVANCEMENT OF ORTHOPAEDIC SURGERY, PHYSICAL MEDICINE AND REHABILITATION, AND INJURY PREVENTION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $382,375

Program Service Revenue $-14,134

Investment Income $0

Other Revenue $-26,723

TOTAL REVENUE $341,518

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,323

Fundraising Expenses $0

Program Expenses $181,829

Other Expenses $143,832

TOTAL EXPENSES $194,155

Year-over-Year Comparison

	2024	2023	Change
Revenue	$341,518	$169,427	+1.0%
Expenses	$194,155	$225,021	-0.1%
Net Income	$147,363	$-55,594	-3.7%

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

N/A

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
TIMOTHY KREMCHEK MD	CHAIRMAN	2.00	Officer Director	$0	$0	$0
PETER CHA MD	PRESIDENT	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	$341,518	$194,155	$47,021	$147,363
2023	$169,427	$225,021	$257,747	$-55,594
2022	$309,297	$365,503	$143,329	$-56,206
2021	$377,702	$382,277	$118,608	$-4,575
2020	$809,257	$478,142	$38,891	$331,115
2019	$98,086	$584,761	$120,903	$-486,675
2018	$445,469	$487,021	$112,341	$-41,552

BEACON ORTHOPAEDIC RESEARCH & EDUCATION FOUNDATION