AMERICA'S AGENDA HEALTHCARE EDUCATION FUND (EIN 200685396) - 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

2003

Legal Domicile

Principal Officer

MARK C BLUM

Phone

8005465596

Tax Period

2024-01-01 to 2024-12-31

AMERICA'S AGENDA HEALTHCARE EDUCATION FUND, founded in 2003, is a small nonprofit in the Health Care sector that reported $176K in total revenue in fiscal year 2024. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $439K exceeded revenue, resulting in a 150% operating deficit.

Mission

TO UNDERTAKE POLICY DEVELOPMENT, PUBLIC EDUCATION, LEADERSHIP TRAINING, RESEARCH AND ANALYSIS WITH REGARD TO PUBLIC POLICY TO ACHIEVE AFFORDABLE HIGH QUALITY HEALTH CARE FOR ALL AMERICANS.

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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 $150,000

Program Service Revenue $0

Investment Income $25,820

Other Revenue $0

TOTAL REVENUE $175,820

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $32,113

Program Expenses $323,756

Other Expenses $439,168

TOTAL EXPENSES $439,168

Year-over-Year Comparison

	2024	2023	Change
Revenue	$175,820	$322,414	-0.5%
Expenses	$439,168	$491,218	-0.1%
Net Income	$-263,348	$-168,804	+0.6%

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

$614,462

Total Directors

$614,462

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK C BLUM	CEO	30.00	Officer Director	$0	$91,266	$400,871
DOUGLAS H DORITY	CHAIRMAN	20.00	Officer Director	$0	$27,860	$213,591
ERIC DEAN	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
TERRENCE O'SULLIVAN	DIRECTOR	0.50	Director	$0	$0	$0
JOSEPH HUNT	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	$175,820	$439,168	$1,682,838	$-263,348
2023	$322,414	$491,218	$1,759,331	$-168,804
2022	$4,267	$421,724	$1,434,829	$-417,457
2021	$619,100	$403,020	$1,435,425	$216,080
2020	$474,143	$443,214	$978,143	$30,929
2019	$443,596	$477,930	$604,910	$-34,334
2018	$338,530	$429,340	$212,617	$-90,810

AMERICA'S AGENDA HEALTHCARE EDUCATION FUND