AMERICAN ASSOCIATION OF OCCUPATIONAL HEA (EIN 131683514) - 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

1982

Legal Domicile

Principal Officer

KRISTIN TAMKUS

Phone

3122451074

Tax Period

2023-01-01 to 2023-12-31

AMERICAN ASSOCIATION OF OCCUPATIONAL HEA, founded in 1982, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $1.6M left a modest 8% surplus.

Mission

ADVANCE AND MAXIMIZE THE HEALTH, SAFETY, AND PRODUCTIVITY OF DOMESTIC AND GLOBAL WORKFORCE.

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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 $0

Program Service Revenue $1,612,096

Investment Income $80,060

Other Revenue $18,702

TOTAL REVENUE $1,710,858

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,573,857

TOTAL EXPENSES $1,573,857

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,710,858	$1,386,526	+0.2%
Expenses	$1,573,857	$1,212,219	+0.3%
Net Income	$137,001	$174,307	-0.2%

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
YOLANDA LANG	PRESIDENT	1.00	Director	$0	$0	$0
JENNYLYNN BALMER	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
DEBORAH A WAYMACK	SECRETARY	1.00	Officer Director	$0	$0	$0
MARIE-ANN ROSEMBERG	DIRECTOR	1.00	Director	$0	$0	$0
RICK GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE HAMMOND	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM G THOMACK II	DIRECTOR	1.00	Director	$0	$0	$0
KAREN HEATON	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN TAMKUS	EXECUTIVE DIRECTOR	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
2024	No data	No data	No data	No data
2023	$1,710,858	$1,573,857	$3,776,088	$137,001
2022	$1,386,526	$1,212,219	$3,649,419	$174,307
2021	$1,406,778	$1,097,835	$3,620,969	$308,943
2020	$836,322	$971,964	$3,452,725	$-135,642
2019	$1,811,078	$1,600,063	$3,546,668	$211,015
2018	$1,834,395	$1,444,647	$3,121,660	$389,748

AMERICAN ASSOCIATION OF OCCUPATIONAL HEA