THE ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION (EIN 884040797) - 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

2022

Legal Domicile

Principal Officer

KATRINA TRIMBLE

Phone

8778295500

Tax Period

2023-01-01 to 2023-12-31

THE ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION, founded in 2022, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $60K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $71K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION AND CORRESPONDING FUND WAS ESTABLISHED TO SUPPORT ACTIVE EMPLOYEES AND THEIR IMMEDIATE FAMILIES BY PROVIDING FINANCIAL SUPPORT FOR ACADEMIC SCHOLARSHIPS AND FINANCIAL HARDSHIPS.

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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 $60,141

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $60,141

Expense Breakdown

Grants Paid $66,015

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,015

Other Expenses $4,523

TOTAL EXPENSES $70,538

Year-over-Year Comparison

	2023	2022	Change
Revenue	$60,141	$96,205	-0.4%
Expenses	$70,538	$19,930	+2.5%
Net Income	$-10,397	$76,275	-1.1%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL EICHENSEER	BOARD MEMBER	1.00	Director	$0	$0	$0
KATRINA TRIMBLE	PRESIDENT AND CHAIRMAN	2.00	Officer Director	$0	$0	$0
MICHAEL ROHMILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY PHIPPS	TREASURER	2.00	Officer Director	$0	$0	$0
KELLY OWENS	SECRETARY	2.00	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	No data	No data	No data	No data
2023	$60,141	$70,538	$65,878	$-10,397
2022	$96,205	$19,930	$96,088	$76,275

THE ORTHOALLIANCE EMPLOYEE ASSISTANCE FOUNDATION