AAEM FOUNDATION INC (EIN 202080841) - 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

1994

Legal Domicile

Principal Officer

ROBERT FROLICHSTEIN MD

Phone

8008842236

Tax Period

2024-01-01 to 2024-12-31

AAEM FOUNDATION INC, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $800K in total revenue in fiscal year 2024. Revenue surged 199% from the prior year, signaling strong growth momentum. The organization ran a surplus of $375K, a strong 47% operating margin.

Mission

THE AAEM FOUNDATION IS A 501(C)(3) NON PROFIT ORGANIZATION ESTABLISHED TO ENFORCE CPOM LAWS AND PROTECT THE RIGHTS OF PHYSICIANS AGAINST CORPORATIONS THAT VIOLATE CPOM LAWS.

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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 $64,937

Program Service Revenue $25,145

Investment Income $37

Other Revenue $710,000

TOTAL REVENUE $800,119

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $415,101

Other Expenses $424,629

TOTAL EXPENSES $424,629

Year-over-Year Comparison

	2024	2023	Change
Revenue	$800,119	$267,527	+2.0%
Expenses	$424,629	$632,818	-0.3%
Net Income	$375,490	$-365,291	-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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN S JONES MD	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT FROLICHSTEIN MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
LE GOMEZ MD MBA	PAST SECRETARY-TREASURER	1.00	Officer Director	$0	$0	$0
LISA MORENO MD MS MSCR	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
HEIDI BEST	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERY M BROWN MD MPH	DIRECTOR	1.00	Director	$0	$0	$0
FRED KENCY MD	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT LAM MD	DIRECTOR	1.00	Director	$0	$0	$0
KRAFTIN E SCHREYER MD MBA	DIRECTOR	1.00	Director	$0	$0	$0
LEAH B COLUCCI MD	PAST AAEM/RSA PRESIDENT	1.00	Director	$0	$0	$0
BRUCE LO MD MBA RDMS FAAEM	DIRECTOR	1.00	Director	$0	$0	$0
PHILLIP DIXON MD MPH CHCQM	SECRETARY-TREASURER	1.00	Officer Director	$0	$0	$0
HAIG AINTABLIAN MD	YPS DIRECTOR	1.00	Director	$0	$0	$0
VICKI NORTON MD FAAEM	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
LAURA BONTEMPO MD	DIRECTOR	1.00	Director	$0	$0	$0
TOM SCALETTA MD	PAST PRESIDENT COUNCIL REP	1.00	Director	$0	$0	$0
FRANK CHRISTOPHER MD	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN REED	DIRECTOR	1.00	Director	$0	$0	$0
MARY UNANYAN	RSA PRESIDENT	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	$800,119	$424,629	$699,704	$375,490
2023	$267,527	$632,818	$72,831	$-365,291
2022	$180,578	$267,189	$488,266	$-86,611
2021	$62,358	$138,742	$720,546	$-76,384
2020	$41,806	$24,905	$670,225	$16,901
2019	$36,161	$1,195	$574,823	$34,966

AAEM FOUNDATION INC