INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION (EIN 760497352) - 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

1995

Legal Domicile

Principal Officer

JAMES BOCELL MD

Phone

7134861156

Tax Period

2024-01-01 to 2024-12-31

INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION, founded in 1995, is a micro nonprofit in the Health Care sector that reported $32K in total revenue in fiscal year 2024. Revenue surged 225% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12K, a strong 38% operating margin.

Mission

IORE'S FUNDAMENTAL RESEARCH MISSION IS TO PROVIDE THE STAFF AND FACILITIES REQUIRED TO ENABLE ORTHOPEDIC FACULTY, RESIDENTS AND FELLOWS TO ACHIEVE NATIONAL AND INTERNATIONAL PROMINENCE THROUGH APPLIED RESEARCH OF THE VERY HIGHEST STANDARD.

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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 (2024)

Revenue Breakdown

Contributions & Grants $32,500

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $32,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $20,042

TOTAL EXPENSES $20,042

Year-over-Year Comparison

	2024	2023	Change
Revenue	$32,500	$10,000	+2.3%
Expenses	$20,042	$16,509	+0.2%
Net Income	$12,458	$-6,509	-2.9%

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

N/A

Volunteers

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM J BRYAN MD	EX OFFICIO	0.50	Director	$0	$0	$0
STEVEN INCAVO MD	EX OFFICIO	0.50	Director	$0	$0	$0
KENNETH MATHIS MD	EX OFFICIO	1.00	Director	$0	$0	$0
BRADLEY WEINER MD	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JAMES BOCELL MD	PRESIDENT	1.00	Officer	$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	$32,500	$20,042	$16,391	$12,458
2023	$10,000	$16,509	$3,933	$-6,509
2022	$32,388	$34,030	$10,442	$-1,642
2021	$20,000	$319,409	$12,084	$-299,409
2020	$29,434	$65,756	$58,494	$-36,322
2019	$136,280	$193,632	$96,883	$-57,352
2018	$773,349	$902,460	$157,013	$-129,111

INSTITUTE OF ORTHOPEDIC RESEARCH AND EDUCATION