FORTE ORTHOPEDIC RESEARCH INSTITUTE (EIN 352207586) - 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

2003

Legal Domicile

Principal Officer

MARTIN ROSENBERG

Phone

3178171258

Tax Period

2024-01-01 to 2024-12-31

FORTE ORTHOPEDIC RESEARCH INSTITUTE, founded in 2003, is a small nonprofit in the Education sector that reported $741K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $1.3M exceeded revenue, resulting in a 81% operating deficit.

Mission

THE GENERAL PURPOSE FOR WHICH THIS FOUNDATION IS ORGANIZED IS TO ENCOURAGE THE FREE INTERCHANGE AND FURTHER DEVELOPMENT OF IDEAS RELATED TO ORTHOPEDIC SURGERY AND SPORTS MEDICINE.

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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 $799,522

Program Service Revenue $0

Investment Income $0

Other Revenue $-58,292

TOTAL REVENUE $741,230

Expense Breakdown

Grants Paid $0

Salaries & Benefits $433,496

Fundraising Expenses $0

Program Expenses $1,258,212

Other Expenses $909,430

TOTAL EXPENSES $1,342,926

Year-over-Year Comparison

	2024	2023	Change
Revenue	$741,230	$646,978	+0.1%
Expenses	$1,342,926	$1,080,579	+0.2%
Net Income	$-601,696	$-433,601	+0.4%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTIN ROSENBERG	PRESIDENT	0.01	Officer Director	$0	$0	$0
DAVID PORTER MD PHD	VICE-PRESIDENT	0.01	Officer Director	$0	$0	$0
MICHAEL BENDER MD	TREASURER/SECRETARY	0.01	Officer Director	$0	$0	$0
LUCIAN WARTH MD	DIRECTOR	0.01	Director	$0	$0	$0
JEFF BROWN	DIRECTOR	0.01	Director	$0	$0	$0
ALLIE COELLNER	DIRECTOR	0.01	Director	$0	$0	$0
JOHN MCCARROL MD	DIRECTOR	0.01	Director	$0	$0	$0
MAURA GREGORY	DIRECTOR	0.01	Director	$0	$0	$0
STEVE GREGORY	DIRECTOR	0.01	Director	$0	$0	$0
TERRY HORNER MD	DIRECTOR	0.01	Director	$0	$0	$0
JOHN HUR MD	DIRECTOR	0.01	Director	$0	$0	$0
JOSEPH MARATT MD	DIRECTOR	0.01	Director	$0	$0	$0
ARTHUR RETTIG MD	DIRECTOR	0.01	Director	$0	$0	$0
JOHN C TROTT	DIRECTOR	0.01	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	$741,230	$1,342,926	$47,768	$-601,696
2023	$646,978	$1,080,579	$198,938	$-433,601
2022	$216,791	$678,383	$211,573	$-461,592
2021	$240,458	$417,225	$14,229	$-176,767
2020	$282,797	$326,600	$91,179	$-43,803
2019	$434,360	$412,492	$81,946	$21,868
2018	$327,682	$443,244	$21,041	$-115,562

FORTE ORTHOPEDIC RESEARCH INSTITUTE