WESTERN ORTHOPAEDIC FOUNDATION

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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

2015

Legal Domicile

Principal Officer

ROBERT R SLATER JR MD

Phone

4104944994

Tax Period

2023-01-01 to 2023-12-31

WESTERN ORTHOPAEDIC FOUNDATION, founded in 2015, is a micro nonprofit in the Health Care sector that reported $92K in total revenue in fiscal year 2023. Revenue fell 48% from the prior year — a significant decline worth monitoring. Expenses of $86K left a modest 7% surplus.

Mission

TO ADVANCE THE SCIENCE AND PRACTICE OF ORTHOPAEDIC SURGERY THROUGHOUT THE WESTERN REGION OF THE UNITED STATES VIA EDUCATION, AND RESEARCH AND ADVOCACY.

Program Service Accomplishments

Program 1

Expenses: $72,887 Revenue: $22,309

TO ADVANCE THE SCIENCE AND PRACTICE OF ORTHOPAEDIC SURGERY THROUGHOUT THE WESTERN REGION OF THE UNITED STATES VIA EDUCATION, AND RESEARCH AND ADVOCACY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $47,187

Program Service Revenue $0

Investment Income $22,904

Other Revenue $22,309

TOTAL REVENUE $92,400

Expense Breakdown

Grants Paid $66,220

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,887

Other Expenses $19,710

TOTAL EXPENSES $85,930

Year-over-Year Comparison

	2023	2022	Change
Revenue	$92,400	$179,205	-0.5%
Expenses	$85,930	$76,023	+0.1%
Net Income	$6,470	$103,182	-0.9%

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
BASIL R BESH MD	SECRETARY	1.00	Officer Director	$0	$0	$0
JULIUS BISHOP MD	TREASURER	1.00	Officer Director	$0	$0	$0
PAUL C COLLINS MD	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
RAMON L JIMENEZ MD	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
ROBERT R SLATER JR MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
THEODORE L STRINGER MD	MANAGING DIRECTOR	1.00	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	No data	No data	No data	No data
2023	$92,400	$85,930	$964,390	$6,470
2022	$179,205	$76,023	$856,051	$103,182
2021	$42,278	$37,778	$865,229	$4,500
2020	$96,933	$36,980	$765,026	$59,953
2019	$266,366	$65,631	$628,466	$200,735