ORTHOPAEDIC RESEARCH SOCIETY (EIN 363180285) - 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

1982

Legal Domicile

Principal Officer

SUZANNE MAHER PHD

Phone

8478235770

Tax Period

2024-01-01 to 2024-12-31

ORTHOPAEDIC RESEARCH SOCIETY, founded in 1982, is a community nonprofit in the Medical Research sector that reported $4.4M in total revenue in fiscal year 2024. Revenue surged 44% from the prior year, signaling strong growth momentum. Expenses of $4.2M left a modest 4% surplus.

Mission

THE ORTHOPAEDIC RESEARCH SOCIETY (THE SOCIETY) IS A NONPROFIT CORPORATION ORGANIZED TO SUPPORT, DEVELOP, AND ENCOURAGE RESEARCH AND SPONSOR EDUCATIONAL ACTIVITIES IN FIELDS RELATED TO ORTHOPAEDIC SURGERY. THE SOCIETY WAS INCORPORATED IN THE STATE OF ILLINOIS IN 1982.

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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 $633,904

Program Service Revenue $3,459,675

Investment Income $338,190

Other Revenue $13,394

TOTAL REVENUE $4,445,163

Expense Breakdown

Grants Paid $360,256

Salaries & Benefits $1,503,575

Fundraising Expenses $0

Program Expenses $2,574,466

Other Expenses $2,383,923

TOTAL EXPENSES $4,247,754

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,445,163	$3,094,577	+0.4%
Expenses	$4,247,754	$3,129,538	+0.4%
Net Income	$197,409	$-34,961	-6.6%

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

Volunteers

200

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
SHARON SMITH-TERRY	PAST EXECUTIVE DIRECTOR	40.00	Highest	$232,371	$23,000	$255,371
SHARON BUKATA	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
CHRIS PANEBIANCO	MEMBER	1.00	Director	$0	$0	$0
PHILLIPP LEUCHT	MEMBER	1.00	Director	$0	$0	$0
AMY MCNULTY	MEMBER	1.00	Director	$0	$0	$0
MEGAN KILLIAN	COMMUNITY COUNCIL CHAIR	1.00	Director	$0	$0	$0
MARTIN STODDART	EDUCATION COUNCIL CHAIR	1.00	Director	$0	$0	$0
JAIMO AHN	ADVOCACY COUNCIL CHAIR	1.00	Director	$0	$0	$0
HOLGER JAHR	COLLABORATIONS COUNCIL CHAIR	1.00	Director	$0	$0	$0
KARIN PAYNE	RESEARCH COUNCIL CHAIR	1.00	Director	$0	$0	$0
LISBET A HAGLUND	SECTION COUNCIL CHAIR	1.00	Director	$0	$0	$0
MATT LOEB	EXECUTIVE DIRECTOR & CEO	40.00	Director	$0	$0	$0
SUZANNE MAHER	PRESIDENT	2.00	Officer Director	$0	$0	$0
HICHAM DRISSI	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ROGER CORNWALL	2ND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DAWN ELLIOT	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBIN QUEEN	TREASURER	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	$4,445,163	$4,247,754	$9,908,820	$197,409
2023	$3,094,577	$3,129,538	$8,664,293	$-34,961
2022	$4,940,699	$3,415,348	$8,404,550	$1,525,351
2021	$2,301,601	$2,113,217	$7,471,451	$188,384
2020	$3,018,055	$2,645,531	$6,901,425	$372,524
2019	$3,316,160	$3,112,202	$6,872,328	$203,958
2018	$3,324,876	$2,685,998	$6,065,219	$638,878

ORTHOPAEDIC RESEARCH SOCIETY