ORTHOPAEDIC TRAUMA ASSOCIATION (EIN 680074461) - 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

1987

Legal Domicile

Principal Officer

EMIL H SCHEMITSCH MD

Phone

8476981631

Tax Period

2023-01-01 to 2023-12-31

ORTHOPAEDIC TRAUMA ASSOCIATION, founded in 1987, is a community nonprofit that reported $6.6M in total revenue in fiscal year 2023. Net assets of $17.7M represent 32 months of operating reserves.

Mission

THE ASSOCIATION IS ORGANIZED AND OPERATED FOR EDUCATIONAL AND SCIENTIFIC PURPOSES TO AUGMENT INVESTIGATIVE KNOWLEDGE OF ORTHOPAEDIC TRAUMA AND THE PREVENTION OF DISORDERS OF THE MUSCULOSKELETAL SYSTEM RELATED TO TRAUMA, ENCOURAGEMENT OF TEACHING AND EDUCATION IN ORTHOPAEDIC TRAUMA, AND PROMOTION OF SPECIALIZED TRAINING FOR MEDICAL AND PARAMEDICAL PERSONNEL IN ORTHOPAEDIC TRAUMA. ACTIVITIES ARE FUNDED BY CONTRIBUTIONS, DUES, ANNUAL MEETING REVENUE AND FEES CHARGED FOR EDUCATIONAL ACTIVITIES.

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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 $478,829

Program Service Revenue $4,829,889

Investment Income $538,303

Other Revenue $734,002

TOTAL REVENUE $6,581,023

Expense Breakdown

Grants Paid $473,038

Salaries & Benefits $1,828,466

Fundraising Expenses $0

Program Expenses $3,694,507

Other Expenses $4,258,325

TOTAL EXPENSES $6,559,829

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,581,023	$6,289,428	+0.0%
Expenses	$6,559,829	$6,111,517	+0.1%
Net Income	$21,194	$177,911	-0.9%

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

200

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

$276,608

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMIL H SCHEMITSCH MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL T ARCHDEACON MD	2ND PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BRENDAN M PATTERSON MD	IMMEDIATE PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
THOMAS F HIGGINS MD	2ND PRESIDENT - ELECT	1.00	Officer Director	$0	$0	$0
HASSAN RIAZ MIR MD	CFO	1.00	Officer Director	$0	$0	$0
KELLY A LEFAIVRE MS	MEMBER AT LARGE	1.00	Director	$0	$0	$0
NIRMAL C TEJWANI MD	ANNUAL PROGRAM CHAIR	1.00	Director	$0	$0	$0
ANNA N MILLER MD	SECRETARY	1.00	Officer Director	$0	$0	$0
KYLE J JERAY MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
DOUGLAS W LUNDY MD	PRESIDENT - ELECT	1.00	Officer Director	$0	$0	$0
GEORGE V RUSSELL MD	MEMBER AT LARGE	1.00	Director	$0	$0	$0
KATHLEEN CASWELL CAE	EXECUTIVE DIRECTOR	50.00	Officer	$251,712	$24,896	$276,608
ALANNA KAISER	DIRECTOR OF EDUCATION	40.00	Highest	$138,882	$33,358	$172,240
ELIZABETH J PLUMMER	DIRECTOR OF DEVELOPMENT	40.00	Highest	$128,498	$32,331	$160,829

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	$6,581,023	$6,559,829	$19,152,164	$21,194
2022	$6,289,428	$6,111,517	$17,760,262	$177,911
2021	$6,494,021	$4,412,137	$20,925,831	$2,081,884
2020	$3,722,577	$3,071,411	$18,754,777	$651,166
2019	$6,497,786	$4,770,546	$15,491,857	$1,727,240
2018	$5,493,392	$4,424,079	$12,252,444	$1,069,313

ORTHOPAEDIC TRAUMA ASSOCIATION