PEDIATRIC ORTHOPAEDIC SOCIETY OF NORTH AMERICA (EIN 541323281) - 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

1984

Legal Domicile

Principal Officer

JEFFREY R SAWYER

Phone

6304780480

Tax Period

2023-01-01 to 2023-12-31

PEDIATRIC ORTHOPAEDIC SOCIETY OF NORTH AMERICA, founded in 1984, is a community nonprofit in the Diseases & Disorders sector that reported $4.2M in total revenue in fiscal year 2023. Expenses of $4.0M left a modest 5% surplus.

Mission

TO ADVANCE PEDIATRIC ORTHOPAEDICS BY PROMOTING EDUCATION, RESEARCH, AND QUALITY CARE.

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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 $447,972

Program Service Revenue $3,389,184

Investment Income $406,090

Other Revenue $0

TOTAL REVENUE $4,243,246

Expense Breakdown

Grants Paid $395,934

Salaries & Benefits $983,278

Fundraising Expenses $0

Program Expenses $2,282,454

Other Expenses $2,635,946

TOTAL EXPENSES $4,015,158

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,243,246	$4,188,872	+0.0%
Expenses	$4,015,158	$3,743,339	+0.1%
Net Income	$228,088	$445,533	-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

300

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

$168,060

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL J SUCATO MD MS	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFFREY R SAWYER MD	IMM. PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
MININDER S KOCHER MD MPH	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
TODD A MILLBRANT MD	PRESIDENT - ELECT	1.00	Officer Director	$0	$0	$0
KEVIN G SHEA MD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
WUDBHAV N SANKAR MD	SECRETARY	1.00	Officer Director	$0	$0	$0
DONALD S BAE MD	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER MARIE BAUER MD MS	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
MARYSE BOUCHARD MD MSC FRCSC	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
JAYSSON T BROOKS MD	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
NICHOLAS D FLETCHER MD	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
JENNIFER C LAINE MD	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
SELINA POON MD	AT-LARGE MEMBER	1.00	Director	$0	$0	$0
TERI STECH	EXECUTIVE DIRECTOR	40.00	Officer	$164,686	$3,374	$168,060
TARA LONG	DIRECTOR MEETINGS & EDUCATION	40.00	Highest	$124,925	$6,237	$131,162

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	$4,243,246	$4,015,158	$17,182,846	$228,088
2022	$4,188,872	$3,743,339	$15,859,912	$445,533
2021	$3,762,157	$3,245,775	$18,097,224	$516,382
2020	$3,261,044	$2,074,577	$15,997,327	$1,186,467
2019	$3,493,135	$3,630,294	$13,333,734	$-137,159
2018	$3,581,245	$3,229,666	$11,584,286	$351,579

PEDIATRIC ORTHOPAEDIC SOCIETY OF NORTH AMERICA