OLC Foundation (EIN 812223822) - 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

2016

Legal Domicile

Principal Officer

LISE PUCKORIUS

Phone

8473844210

Tax Period

2020-01-01 to 2020-12-31

OLC Foundation, founded in 2016, is a small nonprofit in the Education sector that reported $200K in total revenue in fiscal year 2020. Revenue surged 300% from the prior year, signaling strong growth momentum.

Mission

Support of The Orthopaedic Learning Center for educational, scientific and charitable purposes

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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 (2020)

Revenue Breakdown

Contributions & Grants $200,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $200,000

Expense Breakdown

Grants Paid $200,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $200,000

Other Expenses $0

TOTAL EXPENSES $200,000

Year-over-Year Comparison

	2020	2019	Change
Revenue	$200,000	$50,000	+3.0%
Expenses	$200,000	$50,000	+3.0%
Net Income	$0	N/A	N/A

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

$336,841

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lise Puckorius CMP	CEO	0.5	Officer	$0	$70,391	$336,841
Richard L Angelo MD	President	0.5	Officer Director	$0	$0	$0
Christopher P Chiodo MD FAAOS	Vice President	0.5	Officer Director	$0	$0	$0
Michael G Ciccotti MD	Past President	0.5	Officer Director	$0	$0	$0
Steven L Haddad MD	Past President	0.5	Officer Director	$0	$0	$0
Leslie S Matthews MD MBA	Past President	0.5	Officer Director	$0	$0	$0
Alan S Curtis MD	Director	0.5	Director	$0	$0	$0
David M Dines MD	Director	0.5	Director	$0	$0	$0
Michael L Parks MD	Director	0.5	Director	$0	$0	$0
Sommer Hammoud MD	Director	0.5	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
2020	$200,000	$200,000	No data	No data

OLC Foundation