ORTHOPAEDIC RESEARCH OF VIRGINIA ATTN MORGAN TURNBULL (EIN 521266997) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

PAUL CALDWELL III MD

Phone

8045272800

Tax Period

2025-01-01 to 2025-12-31

ORTHOPAEDIC RESEARCH OF VIRGINIA, founded in 1982, is a small nonprofit in the Medical Research sector that reported $405K in total revenue in fiscal year 2018. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $478K exceeded revenue, resulting in a 18% operating deficit.

Mission

RESEARCH, DEVELOPMENT AND EDUCATION IN ARTHROSCOPY AND SPORTS MEDICINE SURGERY TO ADVANCE MUSCULOSKELETAL CARE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $43,834

Program Service Revenue $312

Investment Income $25,036

Other Revenue $0

TOTAL REVENUE $69,182

Expense Breakdown

Grants Paid $0

Salaries & Benefits $401,968

Fundraising Expenses $4,104

Program Expenses $430,704

Other Expenses $59,584

TOTAL EXPENSES $461,552

Year-over-Year Comparison

	2025	2024	Change
Revenue	$69,182	$258,080	-0.7%
Expenses	$461,552	$549,916	-0.2%
Net Income	$-392,370	$-291,836	+0.3%

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

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
PAUL E CALDWELL III MD	PRESIDENT	12.00	Officer Director	$0	$0	$0
WILLIAM R BEACH MD	VICE PRESIDENT	18.00	Officer Director	$0	$0	$0
SHANNON WOLFE MD	SECRETARY	17.00	Officer Director	$0	$0	$0
JOHN F MEYERS MD	TREASURER	12.00	Officer Director	$0	$0	$0
JULIOUS SMITH III MD	PHYSICIAN ADMINISTRATOR	1.00	Director	$0	$0	$0
TERRY WHIPPLE MD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID THOMASON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM H ULMER JR DO	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MCBRAYER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY ROBERTS MD	DIRECTOR	1.00	Director	$0	$0	$0
ROB UKROP	DIRECTOR	1.00	Director	$0	$0	$0
DUSTIN DYER DO	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
2025	$69,182	$461,552	$441,922	$-392,370
2024	No data	No data	No data	No data
2023	$241,186	$587,649	$1,126,128	$-346,463
2022	$377,000	$479,099	$1,472,591	$-102,099
2021	$515,297	$549,587	$1,584,017	$-34,290
2020	$409,937	$498,471	$1,623,862	$-88,534
2019	$496,706	$523,571	$1,697,514	$-26,865
2018	$405,114	$478,166	$1,724,379	$-73,052

ORTHOPAEDIC RESEARCH OF VIRGINIA ATTN MORGAN TURNBULL