THE ORTHOPAEDIC LEARNING CENTER (EIN 363999836) - 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

1993

Legal Domicile

Principal Officer

RACHEL BOWERS

Phone

8473844210

Tax Period

2024-01-01 to 2024-12-31

The Orthopaedic Learning Center, founded in 1993, is a community nonprofit in the Education sector that reported $4.0M in total revenue in fiscal year 2018. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $4.8M exceeded revenue, resulting in a 19% operating deficit.

Mission

PROVIDING MEDICAL LAB EQUIPMENT, FACILITIES, AND EDUCATIONAL SEMINARS TO LEARNING PHYSICIANS AND STUDENTS

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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 $0

Program Service Revenue $3,497,088

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,497,088

Expense Breakdown

Grants Paid $0

Salaries & Benefits $968,278

Fundraising Expenses $0

Program Expenses $3,488,112

Other Expenses $3,271,941

TOTAL EXPENSES $4,240,219

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,497,088	$4,083,336	-0.1%
Expenses	$4,240,219	$4,279,219	0.0%
Net Income	$-743,131	$-195,883	+2.8%

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

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

$631,867

Total Directors

$308,596

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL TORNETTA III MD	PRESIDENT	7.50	Officer Director	$0	$0	$110,417
ANNUNZIATO AMENDOLA MD	FIRST VICE-PRESIDENT	5.00	Officer Director	$0	$0	$65,833
WILFORD K GIBSON MD	SECOND VICE-PRESIDENT	5.00	Officer Director	$0	$0	$34,027
KEVIN J BOZIC MD	PAST PRESIDENT	2.50	Officer Director	$0	$0	$98,319
MICHAEL LLOYD PARKS MD	TREASURER	1.50	Officer Director	$0	$0	$0
JOEL L MAYERSON	BOC CHAIR	1.00	Director	$0	$0	$0
MICHAEL J LEDDY III MD	BOC CHAIR-ELECT	1.00	Director	$0	$0	$0
JAMES WILLIAM BARBER	BOC SECRETARY	1.00	Director	$0	$0	$0
ARMANDO FELIPE VIDAL MD	BOS CHAIR	1.00	Director	$0	$0	$0
ADOLPH J YATES MD	BOS CHAIR-ELECT	1.00	Director	$0	$0	$0
JULIE B SAMORA MD	BOS SECRETARY	1.00	Director	$0	$0	$0
MONICA MARIA PAYARES MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
SEAN TABAIE MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
EVALINA BURGER MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
JOHN T GILL MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
LISA N MASTERS	LAY MEMBER	1.00	Director	$0	$0	$0
LILLY MARKS	LAY MEMBER	1.00	Director	$0	$0	$0
MININDER S KOCHER MD	TREASURER ELECT	1.00	Director	$0	$0	$0
LISE PUCKORIUS	CHIEF EXECUTIVE OFFICER	40.00	Officer	$0	$56,500	$323,271
ELLEN KAIMAKIS	LAB MANAGER	40.00	Highest	$0	$10,741	$123,221
KLABACHA KATHRYN	OFFICE MANAGER	40.00	Highest	$0	$21,750	$127,692

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	$3,497,088	$4,240,219	$13,266,888	$-743,131
2023	$4,083,336	$4,279,219	$8,792,581	$-195,883
2022	$3,878,801	$4,088,454	$10,574,596	$-209,653
2021	$4,449,798	$3,909,275	$8,833,089	$540,523
2020	$2,918,894	$3,461,370	$8,255,607	$-542,476
2019	$4,332,148	$5,175,480	$8,218,772	$-843,332
2018	$4,006,810	$4,763,855	$8,785,798	$-757,045

THE ORTHOPAEDIC LEARNING CENTER