ALABAMA ORTHOPAEDIC SOCIETY INC

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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

1952

Legal Domicile

Principal Officer

TERRI MENDEZ

Phone

3346576575

Tax Period

2023-10-01 to 2024-09-30

ALABAMA ORTHOPAEDIC SOCIETY INC, founded in 1952, is a small nonprofit that reported $266K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $233K left a modest 12% surplus.

Mission

PROMOTE ORTHOPAEDIC MEDICINE

Program Service Accomplishments

Program 1

Expenses: $172,197

IMPROVE BUSINESS CONDITIONS OF ORTHOPAEDIC MEDICINE. THE SOCIETY SERVES APPROXIMATELY 172 MEMBERS AND PROVIDES EDUCATIONAL INFORMATION TO ALL 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 (2023)

Revenue Breakdown

Contributions & Grants $1,193

Program Service Revenue $237,900

Investment Income $26,818

Other Revenue $0

TOTAL REVENUE $265,911

Expense Breakdown

Grants Paid $3,119

Salaries & Benefits $81,247

Fundraising Expenses $0

Program Expenses $172,197

Other Expenses $148,971

TOTAL EXPENSES $233,337

Year-over-Year Comparison

	2023	2022	Change
Revenue	$265,911	$203,898	+0.3%
Expenses	$233,337	$263,686	-0.1%
Net Income	$32,574	$-59,788	-1.5%

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

172

Independent Members

172

Employees

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

Total Directors

$66,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRI MENDEZ	EXECUTIVE DIRECTOR	40.00	Director	$66,000	$0	$66,000
GRANT ZARZOUR MD	SECRETARY-TREASURER	5.00	Officer Director	$0	$0	$0
MICHAEL D SMITH MD	PRESIDENT	0.00	Officer Director	$0	$0	$0
ANDREW MORRIS MD	PRESIDENT-ELECT	0.00	Director	$0	$0	$0
ERIN RANSOM MD	MEMBER AT LARGE	0.00	Director	$0	$0	$0
JONATHAN JENNINGS MD	MEMBER AT LARGE	0.00	Director	$0	$0	$0
BRADLEY WILLIS MD	MEMBER AT LARGE	0.00	Director	$0	$0	$0
DANIEL C KIM MD	MEMBER AT LARGE	0.00	Director	$0	$0	$0
STEVEN THIESS MD	MEMBER AT LARGE	0.00	Director	$0	$0	$0
JESS MULLENS MD	MEMBER AT LARGE	0.00	Director	$0	$0	$0
HANK DEBELL MD	MEMBER AT LARGE	0.00	Director	$0	$0	$0
DAVID MICHAELI MD	MEMBER AT LARGE	0.00	Director	$0	$0	$0
STEVEN THIESS MD	AAOS COUNCILOR	0.00	Director	$0	$0	$0
JESS MULLENS MD	AAOS COUNCILOR	0.00	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	$265,911	$233,337	$387,550	$32,574
2023	$203,898	$263,686	$312,173	$-59,788
2022	$249,697	$257,154	$331,299	$-7,457
2021	$200,367	$181,069	$337,415	$19,298
2020	$80,330	$117,363	$318,123	$-37,033
2019	$204,098	$184,031	$354,171	$20,067
2018	$219,915	$99,565	$414,062	$120,350