Pedi-Ortho Health Corporation (EIN 752665759) - 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

1996

Legal Domicile

Phone

2145597625

Tax Period

2023-10-01 to 2024-09-30

Pedi-Ortho Health Corporation, founded in 1996, is a community nonprofit in the Health Care sector that reported $4.4M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $5.9M exceeded revenue, resulting in a 34% operating deficit.

Mission

TO IMPROVE THE LIVES OF CHILDREN BY PROVIDING ORTHOPEDIC AND PEDIATRIC CARE.

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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 $100,742

Program Service Revenue $4,232,806

Investment Income $59,145

Other Revenue $0

TOTAL REVENUE $4,392,693

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,398,928

Fundraising Expenses $0

Program Expenses $5,578,594

Other Expenses $481,077

TOTAL EXPENSES $5,880,005

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,392,693	$4,022,995	+0.1%
Expenses	$5,880,005	$5,090,410	+0.2%
Net Income	$-1,487,312	$-1,067,415	+0.4%

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

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

$6,329,357

Total Directors

$20,487,554

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE A HO MD	VICE CHAIRMAN/DIRECTOR	31.0	Officer Director	$786,379	$64,631	$862,210
DANIEL J SUCATO MD MS	CHAIRMAN/DIRECTOR	1.0	Officer Director	$22,400	$139,725	$2,585,422
AMY L MCINTOSH MD	DIRECTOR	1.0	Director	$49,200	$56,325	$960,443
ANTHONY I RICCIO MD	DIRECTOR	1.0	Director	$36,800	$64,581	$927,788
BRANDON A RAMO MD	DIRECTOR	1.0	Director	$57,850	$59,631	$994,056
CHRISTOPHER M STUTZ MD	DIRECTOR	1.0	Director	$34,000	$60,571	$875,320
COREY S GILL MD	DIRECTOR	1.0	Director	$120,100	$46,777	$1,002,467
DAVID A PODESZWA MD	DIRECTOR	1.0	Director	$47,100	$253,403	$1,079,662
ELIZABETH HUBBARD MD	DIRECTOR	1.0	Director	$134,000	$18,671	$937,180
HENRY B ELLIS MD	DIRECTOR	1.0	Director	$103,900	$56,581	$1,262,168
JAYSSON BROOKS MD	DIRECTOR	1.0	Director	$62,500	$63,120	$954,398
JOHN E ARVESEN MD	DIRECTOR	1.0	Director	$84,800	$56,581	$849,413
KARL E RATHJEN MD	DIRECTOR	1.0	Director	$9,600	$116,472	$789,370
LAWSON A COPLEY MD	DIRECTOR	38.0	Director	$999,305	$149,677	$1,166,832
MEGAN JOHNSON MD	DIRECTOR	1.0	Director	$47,800	$56,581	$935,743
PHILIP L WILSON MD	DIRECTOR	2.0	Director	$89,496	$103,412	$2,432,216
ROBERT L WIMBERLY MD	DIRECTOR	1.0	Director	$48,500	$64,631	$934,784
WILLIAM Z MORRIS MD	DIRECTOR	1.0	Director	$44,450	$56,581	$938,082
LORI L DALTON	SECRETARY	1.0	Officer	$0	$59,081	$725,462
MICHELLE C HAYS	TREASURER	1.0	Officer	$0	$30,635	$589,969
ROBERT L WALKER	PRESIDENT	1.0	Officer	$0	$28,330	$1,566,294
BENJAMIN S RICHARDS III MD	FORMER DIRECTOR (RET 06/30/21)	0.0		$0	$159,952	$298,488
CHARLES E JOHNSTON II MD	FORMER DIRECTOR (RET 04/16/21)	0.0		$0	$168,422	$374,913
JOHN A HERRING MD	FORMER DIRECTOR (RET 08/31/20)	0.0		$0	$307,715	$745,562

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	$4,392,693	$5,880,005	$7,390,549	$-1,487,312
2023	$4,022,995	$5,090,410	$5,763,649	$-1,067,415
2022	$3,717,104	$3,534,098	$5,055,450	$183,006
2021	$3,563,474	$3,677,143	$5,818,331	$-113,669
2020	$3,497,969	$3,236,485	$4,766,728	$261,484
2019	$3,337,758	$3,346,890	$4,117,169	$-9,132
2018	$3,523,246	$3,354,045	$2,900,112	$169,201

Pedi-Ortho Health Corporation