Orthopaedic Research and Education Foundation (EIN 366009467) - 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

1955

Legal Domicile

Principal Officer

Karen Hackett

Phone

8474305101

Tax Period

2024-07-01 to 2025-06-30

Orthopaedic Research and Education Foundation, founded in 1955, is a community nonprofit in the Medical Research sector that reported $4.7M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $6.2M exceeded revenue, resulting in a 32% operating deficit.

Mission

Improving lives by supporting excellence in orthopaedic research.

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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 $4,118,643

Program Service Revenue $0

Investment Income $552,426

Other Revenue $0

TOTAL REVENUE $4,671,069

Expense Breakdown

Grants Paid $3,092,451

Salaries & Benefits $2,255,559

Fundraising Expenses $756,053

Program Expenses $4,941,000

Other Expenses $823,527

TOTAL EXPENSES $6,171,537

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,671,069	$4,255,766	+0.1%
Expenses	$6,171,537	$5,238,185	+0.2%
Net Income	$-1,500,468	$-982,419	+0.5%

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

100

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

$508,557

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joshua J Jacobs MD	President	5.00	Officer Director	$0	$0	$0
Thomas P Sculco MD	Past President	5.00	Officer Director	$0	$0	$0
Richard F Kyle MD	Past President	5.00	Officer Director	$0	$0	$0
Andrew N Pollak MD	President Elect	5.00	Officer Director	$0	$0	$0
James R Ficke MD	2nd President Elect	5.00	Officer Director	$0	$0	$0
Karen L Hackett	Secretary / Treasurer	5.00	Officer Director	$0	$0	$0
Francis Y Lee MD PhD	Chair RGC	5.00	Officer Director	$0	$0	$0
Jeffrey S Abrams MD	Chair, Innovations & Partn	5.00	Officer Director	$0	$0	$0
Richard F Santore MD	Chair-Individual Developme	5.00	Officer Director	$0	$0	$0
Jeremie M Axe MD	Trustee	5.00	Director	$0	$0	$0
Nicholas M Bernthal MD	Trustee	5.00	Director	$0	$0	$0
Daniel J Berry MD	Trustee	5.00	Director	$0	$0	$0
Michael P Bolognesi MD	Trustee	5.00	Director	$0	$0	$0
John D Kelly IV MD	Trustee	5.00	Director	$0	$0	$0
David C Templeman MD	Trustee	5.00	Director	$0	$0	$0
Ivan Tormos	Trustee	5.00	Director	$0	$0	$0
Stuart Weinstein MD	Trustee	5.00	Director	$0	$0	$0
Rhonda Dirr	Executive Director	40.00	Officer	$116,041	$23,420	$139,461
Lee Grossman	CEO	40.00	Officer	$308,549	$60,547	$369,096
Dan Krupp	Corporate Relations/Innova	40.00	Highest	$153,497	$44,193	$197,690
Deborah Cummins	VP of Research and Grants	40.00	Highest	$150,845	$46,792	$197,637
Carmen Metoyer	VP of Development	40.00	Highest	$105,098	$13,867	$118,965
Karen Pubentz	Sr. Director of Communicat	40.00	Highest	$148,566	$26,553	$175,119
John Johnson	Campaigns Director	1.00	Highest	$134,357	$13,234	$147,591

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
2025	$4,671,069	$6,171,537	$20,002,839	$-1,500,468
2024	$4,255,766	$5,238,185	$21,495,900	$-982,419
2023	$3,641,953	$5,574,158	$22,252,031	$-1,932,205
2022	$3,972,441	$4,263,330	$22,322,488	$-290,889
2021	$3,855,378	$3,507,955	$25,903,586	$347,423
2020	$4,436,812	$5,424,944	$23,173,135	$-988,132
2019	$3,672,082	$4,946,601	$23,718,387	$-1,274,519
2018	$6,087,726	$5,187,501	$25,537,755	$900,225

Orthopaedic Research and Education Foundation