ANNALS OF FAMILY MEDICINE INC (EIN 010576305) - 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

2001

Legal Domicile

Principal Officer

HEIDI CHUMLEY MD

Phone

9139066000

Tax Period

2024-01-01 to 2024-12-31

ANNALS OF FAMILY MEDICINE INC, founded in 2001, is a small nonprofit in the Arts, Culture & Humanities sector that reported $524K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $794K exceeded revenue, resulting in a 51% operating deficit.

Mission

PUBLICATION OF A FAMILY MEDICINE JOURNAL

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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 $457,012

Program Service Revenue $10,360

Investment Income $26,235

Other Revenue $30,893

TOTAL REVENUE $524,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $632,347

Other Expenses $793,693

TOTAL EXPENSES $793,693

Year-over-Year Comparison

	2024	2023	Change
Revenue	$524,500	$1,089,712	-0.5%
Expenses	$793,693	$825,398	0.0%
Net Income	$-269,193	$264,314	-2.0%

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

$218,032

Total Directors

$2,239,106

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARJORIE BOWMAN MD	DIRECTOR	1.00	Director	$0	$0	$0
STACY BRUNGARDT MA CAE	DIRECTOR	1.00	Director	$0	$0	$285,843
HEIDI CHUMLEY MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
WARREN NEWTON MD MPH	DIRECTOR	1.00	Director	$0	$50,175	$969,891
GERARDO MORENO MD MSHS	TREASURER	1.00	Officer Director	$0	$0	$0
SAMUEL OFEI-DODOO PHD MPA MA CPH	DIRECTOR	1.00	Director	$0	$0	$0
MARGOT SAVOY MD MPH FAAFP	DIRECTOR	1.00	Director	$0	$75,030	$469,529
LEIGH ANN BACKER	SECRETARY	1.00	Officer Director	$0	$61,793	$218,032
BELINDA VAIL MD MS	DIRECTOR	1.00	Director	$0	$0	$3,600
KELSIE KELLY MD MPH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROGER ZOOROB MD MPH	DIRECTOR	1.00	Director	$0	$0	$8,300
DARREN SEXTRO	DIRECTOR	1.00	Director	$0	$58,864	$283,911
ARCH CHIP MAINOUS PHD	DIRECTOR	1.00	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	$524,500	$793,693	$756,794	$-269,193
2023	$1,089,712	$825,398	$966,680	$264,314
2022	$798,326	$795,804	$713,369	$2,522
2021	$743,105	$750,318	$658,856	$-7,213
2020	$531,643	$778,657	$614,094	$-247,014
2019	$1,319,079	$802,633	$1,041,842	$516,446
2018	$847,044	$847,044	$445,631	No data

ANNALS OF FAMILY MEDICINE INC