UNIVERSITY ORTHOPAEDIC DEPARTMENTAL ENTITY INC (EIN 611232899) - 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

1992

Legal Domicile

Principal Officer

CRAIG S ROBERTS MD

Phone

5025839587

Tax Period

2021-01-01 to 2021-12-31

UNIVERSITY ORTHOPAEDIC DEPARTMENTAL ENTITY INC, founded in 1992, is a micro nonprofit that reported $41K in total revenue in fiscal year 2021. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $128K exceeded revenue, resulting in a 210% operating deficit.

Mission

NECESSARY ELEMENT TO MAINTAIN A FACULTY OF EXCELLENCE IN TEACHING, RESEARCH, AND PATIENT CARE AT THE UNIVERSITY OF LOUISVILLE SCHOOL OF MEDICINE. PROVIDING FUNDING ESSENTIAL TO THE SCHOOL OF MEDICINE'S BASIC OPERATIONS AND IT'S CONTINUED PROGRESS IN PROVIDING COMPREHENSIVE MEDICAL EDUCATION IN TODAY'S COMPLEX MEDICAL ENVIRONMENT.

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $41,250

Investment Income $0

Other Revenue $0

TOTAL REVENUE $41,250

Expense Breakdown

Grants Paid $80,203

Salaries & Benefits $1,000

Fundraising Expenses $0

Program Expenses $126,851

Other Expenses $46,731

TOTAL EXPENSES $127,934

Year-over-Year Comparison

	2021	2020	Change
Revenue	$41,250	$188,652	-0.8%
Expenses	$127,934	$224,449	-0.4%
Net Income	$-86,684	$-35,797	+1.4%

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

N/A

Employees

N/A

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

$661,966

Total Directors

$661,966

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG S ROBERTS MD	PRESIDENT	1.00	Officer Director	$0	$19,324	$407,047
JIYAO ZOU MD	TREASURER	1.00	Officer Director	$0	$3,668	$33,668
DAVID SELIGSON MD	SECRETARY	1.00	Officer Director	$1,000	$13,411	$221,251

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
2021	$41,250	$127,934	No data	$-86,684
2020	$188,652	$224,449	$86,684	$-35,797
2019	$150,888	$239,149	$122,481	$-88,261
2018	No data	No data	$162,694	No data
2018	$286,663	$238,615	$210,742	$48,048

UNIVERSITY ORTHOPAEDIC DEPARTMENTAL ENTITY INC