ORTHONATIONS INC

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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

KENNETH MONTGOMERY

Phone

5166218856

Tax Period

2023-10-01 to 2024-09-30

ORTHONATIONS INC, founded in 2016, is a small nonprofit in the Health Care sector that reported $244K in total revenue in fiscal year 2023. Revenue surged 302% from the prior year, signaling strong growth momentum. The organization ran a surplus of $181K, a strong 74% operating margin.

Mission

TO CONNECT ORTHOPEDIC SURGEONS ACROSS THE GLOBE WITH THE EDUCATION, TRAINING, AND EQUIPMENT NEEDED TO ADVANCE ORTHOPEDIC CARE INTERNATIONALLY.

Program Service Accomplishments

Program 1

Expenses: $60,429

THE ORGANIZATION PROVIDED FOR TRAVEL, LODGING, LIVING EXPENSES AND TRAINING MATERIALS FOR FOUR VIETNAMESE ORTHOPEDIC SURGEONS DURING THEIR TRIPS TO THE UNITED STATES FOR EDUCATION AND TRAINING...

THE ORGANIZATION PROVIDED FOR TRAVEL, LODGING, LIVING EXPENSES AND TRAINING MATERIALS FOR FOUR VIETNAMESE ORTHOPEDIC SURGEONS DURING THEIR TRIPS TO THE UNITED STATES FOR EDUCATION AND TRAINING 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 (2023)

Revenue Breakdown

Contributions & Grants $103,477

Program Service Revenue $0

Investment Income $140,563

Other Revenue $0

TOTAL REVENUE $244,040

Expense Breakdown

Grants Paid $49,885

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,429

Other Expenses $13,154

TOTAL EXPENSES $63,039

Year-over-Year Comparison

	2023	2022	Change
Revenue	$244,040	$60,703	+3.0%
Expenses	$63,039	$14,026	+3.5%
Net Income	$181,001	$46,677	+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
KENNETH D MONTGOMERY	PRESIDENT	4.0	Officer Director	$0	$0	$0
MATTHEW MENDEZ-ZFASS	VICE PRESIDENT	2.5	Officer Director	$0	$0	$0
CHRISTINE DIXIE DOUVILLE	SECRETARY	2.5	Officer 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	$244,040	$63,039	$468,339	$181,001
2022	$84,557	$3,983	$242,563	$80,574