VIRGINIA 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

1933

Legal Domicile

Principal Officer

TREVOR OWEN MD

Phone

8042820063

Tax Period

2025-01-01 to 2025-12-31

VIRGINIA ORTHOPAEDIC SOCIETY, founded in 1933, is a small nonprofit in the Community Improvement sector that reported $287K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $269K left a modest 6% surplus.

Mission

THE VIRGINIA ORTHOPAEDIC SOCIETY WORKS TO ENHANCE ITS MEMBERS' ABILITY TO PROVIDE THE HIGHEST QUALITY MUSCULOSKELETAL CARE POSSIBLE THROUGH EDUCATION AND PROFESSIONAL DEVELOPMENT WHILE CHAMPIONING THE INTERESTS OF PHYSICIANS AND PATIENTS THROUGH ITS ADVOCACY EFFORTS.

Program Service Accomplishments

Program 1

ANNUAL MEETING PROVIDES FORUM FOR INTERCHANGE OF IDEAS, PRESENTATION OF PAPERS AND EDUCATIONAL SEMINARS RELATED TO THE PRACTICE OF ORTHOPAEDIC MEDICINE.

Program 2

PROVIDE A NEWSLETTER TO INFORM MEMBERS OF PROFESSIONAL AND REGULATORY DEVELOPMENTS.

Program 3

MONITOR LEGISLATION AND REGULATIONS AFFECTING THE PRACTICE OF ORTHOPAEDIC MEDICINE AND PROVIDE LEGISLATIVE UPDATES TO MEMBERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $267,535

Investment Income $19,868

Other Revenue $0

TOTAL REVENUE $287,403

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $269,193

TOTAL EXPENSES $269,193

Year-over-Year Comparison

	2025	2024	Change
Revenue	$287,403	$261,417	+0.1%
Expenses	$269,193	$244,927	+0.1%
Net Income	$18,210	$16,490	+0.1%

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
TREVOR OWEN MD	PRESIDENT	2.00	Officer Director	$0	$0	$0
SETH YARBORO MD	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
ILVY COTTERELL MD	SECRETARY-TREASURER	2.00	Officer Director	$0	$0	$0
BLAKE MOORE MD	PAST-PRESIDENT	1.00	Director	$0	$0	$0
MICHAEL P O'MALLEY MD	COUNCILOR, AAOS	1.00	Director	$0	$0	$0
QUANJUN TREY QUI MD	COUNCILOR, AAOS	1.00	Director	$0	$0	$0
DAVID ZUELZER	MSV DELEGATE	1.00	Director	$0	$0	$0
AVI GOCH MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
KWADWO OWUSU-AKYAW	MEMBER AT LARGE	1.00	Director	$0	$0	$0
KEITH BACHMANN MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
RYAN N HARRIS DO	MEMBER AT LARGE	1.00	Director	$0	$0	$0
SAM ROBINSON MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
STEWART HINCKLEY	EXECUTIVE DIRECTOR	5.00	Officer	$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	$287,403	$269,193	$449,831	$18,210
2024	$261,417	$244,927	$458,540	$16,490
2023	$228,492	$230,037	$407,147	$-1,545
2022	$249,268	$247,479	$322,768	$1,789
2021	$130,783	$133,879	$444,239	$-3,096
2020	$169,293	$131,627	$374,628	$37,666
2019	$257,973	$253,047	$348,811	$4,926
2018	$255,149	$236,009	$316,411	$19,140