ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA (EIN 753078627) - 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

2002

Legal Domicile

Principal Officer

CARLOS PRIETTO II MD

Phone

7146344567

Tax Period

2023-06-01 to 2024-05-31

ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA, founded in 2002, is a community nonprofit in the Medical Research sector that reported $2.5M in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $564K, a strong 22% operating margin.

Mission

ORTHOPAEDIC RESEARCH AND 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 $2,535,758

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,535,758

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,153,134

Fundraising Expenses $0

Program Expenses $487,139

Other Expenses $818,216

TOTAL EXPENSES $1,971,350

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,535,758	$1,708,444	+0.5%
Expenses	$1,971,350	$1,646,312	+0.2%
Net Income	$564,408	$62,132	+8.1%

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

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

$203,400

Total Directors

$203,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VANCE GARDNER MD	MEDICAL DIRECTOR	15.00	Officer Director	$203,400	$0	$203,400
JON WHITE	MEMBER	1.00	Director	$0	$0	$0
ROBERT S GORAB MD	MEMBER	1.00	Director	$0	$0	$0
CARLOS PRIETTO II MD	EXECUTIVE DIRECTOR/CHAIR	10.00	Officer Director	$0	$0	$0
JEREMY SMITH	MEMBER	1.00	Director	$0	$0	$0
STEVEN BARNETT MD	MEMBER	1.00	Director	$0	$0	$0
KLANE HALES	MEMBER	1.00	Director	$0	$0	$0
ROBERT GRUMET	MEMBER	1.00	Director	$0	$0	$0
KIM MIKES	MEMBER	1.00	Director	$0	$0	$0
MARK HOFFER	MEMBER	1.00	Director	$0	$0	$0
DAVID GAZZANIGA	MEMBER	1.00	Director	$0	$0	$0
ADAM RIVADENEYERA	MEMBER	1.00	Director	$0	$0	$0
RUSSELL PETRIE	MEMBER	1.00	Director	$0	$0	$0
TRAVIS SCUDDAY	MEMBER	1.00	Director	$0	$0	$0
NADER NASSIF	MEMBER	1.00	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	$2,535,758	$1,971,350	$962,154	$564,408
2023	$1,708,444	$1,646,312	$404,886	$62,132
2022	$1,887,033	$1,644,339	$340,397	$242,694
2021	$1,492,812	$1,454,845	$240,927	$37,967

ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA