Orthopedic Institute of the Good Samaritan Hospital (EIN 954346048) - 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

1992

Legal Domicile

Phone

2139772121

Tax Period

2023-10-01 to 2024-09-30

Orthopedic Institute of the Good Samaritan Hospital, founded in 1992, is a micro nonprofit in the Diseases & Disorders sector that reported $29K in total revenue in fiscal year 2023. The organization ran a surplus of $20K, a strong 67% operating margin.

Mission

RESEARCH AND EDUCATIONAL ACTIVITY WITH A FOCUS ON ORTHOPEDIC ACTIVITY.

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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 $25,000

Program Service Revenue $0

Investment Income $4,201

Other Revenue $0

TOTAL REVENUE $29,201

Expense Breakdown

Grants Paid $8,371

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,537

Other Expenses $1,166

TOTAL EXPENSES $9,537

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,201	$-13,921	-3.1%
Expenses	$9,537	$4,116	+1.3%
Net Income	$19,664	$-18,037	-2.1%

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

$5,295,428

Total Directors

$5,295,428

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES WEST	SYSTEM PRESIDENT & CEO	1.5	Officer Director	$0	$38,737	$2,562,270
PEGGY CHULACK	SYSTEM CAO & ASST SECRETARY	1.5	Officer Director	$0	$32,543	$1,651,984
VID SHIVARAMAN	SYSTEM CFO & ASST TREASURER	1.5	Officer Director	$0	$197,076	$1,081,174

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	$29,201	$9,537	$1,597,281	$19,664
2023	$-13,921	$4,116	$1,288,402	$-18,037
2022	$50,361	$1,662,538	$1,223,867	$-1,612,177
2021	$66,055	No data	$2,569,775	No data
2020	$102,603	$2,800	$2,492,186	$99,803
2019	$131,248	$120,121	$2,391,017	$11,127
2018	$103,665	No data	$2,388,472	No data

Orthopedic Institute of the Good Samaritan Hospital