Southern California Orthopedic Research and Education Center (EIN 953706499) - 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

1988

Legal Domicile

Principal Officer

MARK GETELMAN MD

Phone

8189016600

Tax Period

2024-02-01 to 2025-01-31

Southern California Orthopedic Research and Education Center, founded in 1988, is a small nonprofit that reported $242K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $215K left a modest 11% surplus.

Mission

THE CENTER'S PURPOSE IS TO PERFORM RESEARCH OF ORTHOPEDIC SURGICAL PROCEDURES AND TECHNIQUES AND EDUCATE THE MEDICAL INDUSTRY AND THE PUBLIC ON FINDINGS DISCOVERED THROUGH THE

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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 $242,033

Program Service Revenue $0

Investment Income $0

Other Revenue $380

TOTAL REVENUE $242,413

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $147,424

Other Expenses $215,060

TOTAL EXPENSES $215,060

Year-over-Year Comparison

	2024	2023	Change
Revenue	$242,413	$195,552	+0.2%
Expenses	$215,060	$215,378	0.0%
Net Income	$27,353	$-19,826	-2.4%

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
Stephen J Snyder MD	Director	0.2	Officer Director	$0	$0	$0
Richard D Ferkel MD	Director	1.0	Director	$0	$0	$0
Mark Stagen	Director	0.2	Director	$0	$0	$0
Duncan Rolph	Director	0.2	Director	$0	$0	$0
Geoffrey Emery	Director	0.2	Director	$0	$0	$0
Mark H Getelman MD	Director	0.5	Officer Director	$0	$0	$0
Steve Kwak MD	DIRECTOR	0.5	Officer Director	$0	$0	$0
Arash Dini MD	Director	0.2	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
2025	$242,413	$215,060	$107,323	$27,353
2024	$195,552	$215,378	$81,700	$-19,826
2023	$210,480	$226,916	$101,526	$-16,436
2022	$160,769	$229,389	$117,962	$-68,620
2021	$259,884	$160,606	$186,583	$99,278
2020	$171,103	$168,877	$87,305	$2,226
2019	$238,114	$234,804	$85,079	$3,310

Southern California Orthopedic Research and Education Center