Kerlan - Jobe Orthopaedic Foundation (EIN 954707606) - 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

Legal Domicile

Phone

3106657200

Tax Period

2024-01-01 to 2024-12-31

Kerlan - Jobe Orthopaedic Foundation is a small nonprofit in the Medical Research sector that reported $479K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $286K, a strong 60% operating margin.

Mission

Education and research related to orthopaedic medicine

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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 $470,755

Program Service Revenue $0

Investment Income $0

Other Revenue $8,271

TOTAL REVENUE $479,026

Expense Breakdown

Grants Paid $158,799

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $192,809

Other Expenses $34,010

TOTAL EXPENSES $192,809

Year-over-Year Comparison

	2024	2023	Change
Revenue	$479,026	$626,367	-0.2%
Expenses	$192,809	$622,242	-0.7%
Net Income	$286,217	$4,125	+68.4%

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

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
Clarence Shields MD	Director	5.00	Director	$0	$0	$0
Neal ElAttrache MD	Chairman	5.00	Officer Director	$0	$0	$0
Vernon Williams MD	Treasurer	5.00	Officer Director	$0	$0	$0
Ralph Gambardella MD	Director	5.00	Director	$0	$0	$0
Karen Mohr	Sec/Exec Dir	40.00	Officer	$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	No data	No data	No data	No data
2024	$479,026	$192,809	$3,297,842	$286,217
2023	$626,367	$622,242	$3,011,625	$4,125
2022	$691,700	$691,700	$3,007,500	No data
2021	$876,375	$890,463	$3,000,000	$-14,088
2019	$1,066,001	$1,066,001	$3,000,000	No data
2018	$696,225	$696,225	$3,000,000	No data

Kerlan - Jobe Orthopaedic Foundation