SOCIETY FOR THE PRESERVATION OF PHYSICIAN ASSISTANT HISTORY INC

EIN: 030429253 501(c)(3) Philanthropy & Grantmaking

JOHNS CREEK, GA

Total Revenue
$538,086
Total Expenses
$489,590
Total Assets
$477,932
Net Assets
$388,597
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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
2002
Legal Domicile
NC
Principal Officer
DAWN MORTON-RIAS
Phone
6784178682
Tax Period
2024-01-01 to 2024-12-31

SOCIETY FOR THE PRESERVATION OF PHYSICIAN ASSISTANT HISTORY INC, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $538K in total revenue in fiscal year 2024. Expenses of $490K left a modest 9% surplus.

Mission

PRESERVING AND PRESENTING THE HISTORY OF THE PA PROFESSION. UPDATED THE PAHX'S ILLUSTRATED WEBSITE WITH NEW RECORDED INTERVIEWS, BIOGRAPHIES AND PA-RELATED EXHIBITS. THE STAFF, TRUSTEES AND HISTORIANS PARTICIPATED IN PRESENTATIONS TO PA STUDENTS AND PA FACULTY.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $538,086
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $538,086

Expense Breakdown

Grants Paid $0
Salaries & Benefits $319,059
Fundraising Expenses $0
Program Expenses $190,614
Other Expenses $170,531
TOTAL EXPENSES $489,590

Year-over-Year Comparison

2024 2023 Change
Revenue $538,086 $523,370 +0.0%
Expenses $489,590 $457,178 +0.1%
Net Income $48,496 $66,192 -0.3%
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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Governance

Voting Members
11
Independent Members
10
Employees
3
Volunteers
11

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
$921,556
Total Directors
11
$741,286
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAWN MORTON-RIAS EX-OFFICIO TRUSTEE, CEO 5.00
Officer Director
$0 $93,946 $741,286
LORI KONOPKA-SAUER MANAGING DIRECTOR 40.00
Officer
$0 $49,199 $180,270
ROBERT S SMITH PRESIDENT 1.00
Officer Director
$0 $0 $0
RICHARD C VAUSE JR PRESIDENT-ELECT 1.00
Officer Director
$0 $0 $0
WILLIAM KOHLHEPP SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
STEPHEN WILSON IMMEDIATE PAST-PRESIDENT 1.00
Director
$0 $0 $0
RANDY DANIELSEN TRUSTEE 1.00
Director
$0 $0 $0
ROBIN HUNTER-BUSKEY TRUSTEE 1.00
Director
$0 $0 $0
DEBORAH S MUNSELL TRUSTEE 1.00
Director
$0 $0 $0
GREG THOMAS TRUSTEE 1.00
Director
$0 $0 $0
BRUNA VARALLI-CLAYPOOL TRUSTEE 1.00
Director
$0 $0 $0
ALEC WILLIAMS TRUSTEE 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 $538,086 $489,590 $477,932 $48,496
2023 $523,370 $457,178 $380,461 $66,192
2022 $474,765 $521,220 $347,538 $-46,455
2021 $423,812 $346,727 $346,861 $77,085
2020 $409,074 $334,233 $270,027 $74,841
2019 $420,860 $385,626 $205,704 $35,234
2018 $408,996 $371,767 $177,506 $37,229
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