AMERICAN FOUNDATION FOR SURGERY OF THE HAND (EIN 742428242) - 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

1986

Legal Domicile

Principal Officer

MELISSA A GARCIA

Phone

3128801900

Tax Period

2023-01-01 to 2023-12-31

AMERICAN FOUNDATION FOR SURGERY OF THE HAND, founded in 1986, is a community nonprofit in the Medical Research sector that reported $4.8M in total revenue in fiscal year 2018. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.2M, a strong 67% operating margin.

Mission

TO PROVIDE EDUCATIONAL SERVICES AND PROGRAMS CONCERNING HAND SURGERY; TO STIMULATE RESEARCH AND INVESTIGATION OF AND TEACHING ON THE METHODS FOR PREVENTING, CORRECTING AND TREATING DISEASES OF THE HAND ARISING FROM CONGENITAL, DEVELOPMENTAL, NUTRITIONAL, TRAUMATIC, OR OTHER CAUSES; TO PERFORM AND DO ANY AND ALL SUCH OTHER ACTS AS ARE NECESSARY, CONVENIENT, OR PROPER TO THE ATTAINMENT OF THESE OBJECTIVES.

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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 $2,408,268

Program Service Revenue $0

Investment Income $974,826

Other Revenue $6,654

TOTAL REVENUE $3,389,748

Expense Breakdown

Grants Paid $1,221,634

Salaries & Benefits $181,260

Fundraising Expenses $82,646

Program Expenses $1,507,384

Other Expenses $456,754

TOTAL EXPENSES $1,859,648

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,389,748	$7,353,909	-0.5%
Expenses	$1,859,648	$1,713,965	+0.1%
Net Income	$1,530,100	$5,639,944	-0.7%

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

140

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

$1,045,443

Total Directors

$70,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY L LADD	TRUSTEE	1.00	Director	$0	$0	$0
ARNOLD-PETER C WEISS MD	TRUSTEE	1.00	Director	$0	$0	$0
ANA ESCAGEDO	TRUSTEE	1.00	Director	$0	$0	$0
JULIE A KATARINCIC MD	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD DIAO MD	AFSH PRESIDENT	5.00	Officer Director	$0	$0	$0
JEFFREY A GREENBERG	TRUSTEE	1.00	Director	$0	$0	$0
R GLENN GASTON	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM H SEITZ JR	CHAIR	10.00	Officer Director	$0	$0	$0
L SCOTT LEVIN MD	VICE CHAIR	5.00	Officer Director	$0	$0	$0
STEVEN L MORAN MD	TRUSTEE	1.00	Director	$0	$0	$0
RYAN P CALFEE MD	TRUSTEE	1.00	Director	$0	$0	$50,000
CHARLES A GOLDFARB	TREASURER	1.00	Officer Director	$0	$0	$0
BOBBY CHHABRA	TREASURER	1.00	Officer Director	$0	$0	$0
MIHIR J DESAI	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER MORAITIS WOLF	TRUSTEE	1.00	Director	$0	$0	$0
TAMARA D ROZENTAL	TRUSTEE	1.00	Director	$0	$0	$20,000
BRENT R DEGEORGE	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM CHANDLER	CFO/ FOUNDATION DIRECTOR	2.00	Officer	$35,935	$50,139	$296,775
MARK BARATZ	VICE PRESIDENT	5.00	Officer	$0	$0	$0
PAMELA SCHROEDER	DEP EXEC VP, INTERIM CEO	1.00	Officer	$16,865	$49,232	$408,815
MELISSA GARCIA	CEO/EXECUTIVE VP	1.00	Officer	$9,180	$58,258	$339,853
OLIVIA WILLIAMS	DIRECTOR OF COMMUNICATIONS	4.60	Highest	$3,909	$44,009	$217,737
NICOLE RENN	SENIOR MARKETING & COMMUNICATIONS MANAGER	1.00	Highest	$8,205	$45,836	$152,125

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	$3,389,748	$1,859,648	$36,953,787	$1,530,100
2023	$3,389,748	$1,859,648	$36,953,787	$1,530,100
2022	$7,353,909	$1,713,965	$32,804,790	$5,639,944
2021	$5,155,385	$1,311,248	$37,911,695	$3,844,137
2020	$3,188,844	$832,088	$32,088,039	$2,356,756
2019	$5,019,668	$2,020,357	$27,802,404	$2,999,311
2018	$4,802,619	$1,601,446	$21,866,125	$3,201,173

AMERICAN FOUNDATION FOR SURGERY OF THE HAND