RUTH JACKSON ORTHOPAEDIC SOCIETY

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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

1984

Legal Domicile

Principal Officer

JENNA AYALA

Phone

8476165156

Tax Period

2023-01-01 to 2023-12-31

RUTH JACKSON ORTHOPAEDIC SOCIETY, founded in 1984, is a small nonprofit in the Education sector that reported $539K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $147K, a strong 27% operating margin.

Mission

THE PURPOSE OF THE SOCIETY IS TO PROMOTE THE PROFESSIONAL DEVELOPMENTOF AND FOR WOMEN IN ORTHOPAEDICS THROUGHOUT ALL STAGES OF THEIR CAREERS.

Program Service Accomplishments

Program 1

Expenses: $49,866 Revenue: $243,794

ANNUAL AND BIENNIAL LUNCHEON AND SYMPOSIUM PROVIDE SYMPOSIA AND LECTURES RELATED TO ORTHOPAEDICS

Program 2

Expenses: $246,380 Revenue: $40,330

RESEARCH GRANTS AND MEDICAL SCHOLARSHIPS DESIGNED TO AID IN FURTHER EDUCATING THE SELECETED FELLOW IN A NEW OR ESTABLISHED AREA OF EXPERTISE WHILE HELPING PROMOTE AND SUPPORT WOMEN IN THE WORLD OF...

RESEARCH GRANTS AND MEDICAL SCHOLARSHIPS DESIGNED TO AID IN FURTHER EDUCATING THE SELECETED FELLOW IN A NEW OR ESTABLISHED AREA OF EXPERTISE WHILE HELPING PROMOTE AND SUPPORT WOMEN IN THE WORLD OF ORTHOPAEDIC SURGERY.

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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 $251,026

Program Service Revenue $284,124

Investment Income $3,696

Other Revenue $0

TOTAL REVENUE $538,846

Expense Breakdown

Grants Paid $106,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $296,246

Other Expenses $286,078

TOTAL EXPENSES $392,178

Year-over-Year Comparison

	2023	2022	Change
Revenue	$538,846	$466,139	+0.2%
Expenses	$392,178	$321,401	+0.2%
Net Income	$146,668	$144,738	+0.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE B SAMORA MD PHD MPH	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY K MULCAHEY MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRISTEN M RUSSO MD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CORINNA C FRANKLIN MD	SECRETARY	1.00	Officer Director	$0	$0	$0
LATTISHA BILBREW MD	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
JENNIFER M WEISS MD	TREASURER	1.00	Officer Director	$0	$0	$0
WILLIAM N LEVINE MD	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
MAUREEN O'SHAUGHNESSY MD	MEMBER-AT-LARGE	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	$538,846	$392,178	$762,768	$146,668
2022	$466,139	$321,401	$650,132	$144,738
2021	$161,127	$147,388	$543,537	$13,739
2020	$195,429	$171,243	$519,156	$24,186
2019	$244,378	$235,262	$447,743	$9,116
2018	$172,645	$214,290	$472,648	$-41,645