PIEDMONT ORTHOPEDIC FOUNDATION INC (EIN 561297962) - 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

1963

Legal Domicile

Principal Officer

WILLIAM ANDREWS

Phone

4349425610

Tax Period

2024-01-01 to 2024-12-31

PIEDMONT ORTHOPEDIC FOUNDATION INC, founded in 1963, is a small nonprofit in the Medical Research sector that reported $581K in total revenue in fiscal year 2018. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $179K, a strong 31% operating margin.

Mission

TO ENCOURAGE THE STUDY AND DEVELOPMENT OF THE SCIENCE AND PRACTICE OF ORTHOPEDICS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $315,719

Program Service Revenue $309,427

Investment Income $269,588

Other Revenue $0

TOTAL REVENUE $894,734

Expense Breakdown

Grants Paid $104,182

Salaries & Benefits $32,936

Fundraising Expenses $0

Program Expenses $671,004

Other Expenses $591,684

TOTAL EXPENSES $728,802

Year-over-Year Comparison

	2024	2023	Change
Revenue	$894,734	$641,663	+0.4%
Expenses	$728,802	$622,001	+0.2%
Net Income	$165,932	$19,662	+7.4%

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
GARY M LOURIE MD	PRESIDENT	2.00	Officer Director	$0	$0	$0
MACK ALDRIDGE MD	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
WILLIAM C ANDREWS MD	SECRETARY/TREASURER	2.00	Officer 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	$894,734	$728,802	$3,032,600	$165,932
2023	$641,663	$622,001	$2,865,649	$19,662
2022	$733,608	$560,255	$2,845,987	$173,353
2021	$708,186	$573,749	$2,672,634	$134,437
2020	$494,309	$153,679	$2,538,197	$340,630
2019	$658,524	$608,417	$2,197,567	$50,107
2018	$580,961	$402,451	$2,147,460	$178,510

PIEDMONT ORTHOPEDIC FOUNDATION INC