THE AMERICAN ACADEMY OF HIV MEDICINE INC (EIN 202721201) - 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

2005

Legal Domicile

Principal Officer

BRUCE PACKETT

Phone

2026590699

Tax Period

2023-01-01 to 2023-12-31

THE AMERICAN ACADEMY OF HIV MEDICINE INC, founded in 2005, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $469K, a strong 44% operating margin.

Mission

TO ADVANCE EXCELLENCE IN HIV/AIDS CARE THROUGH EDUCATION AND ADVOCACY.

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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 $410,454

Program Service Revenue $658,610

Investment Income $74

Other Revenue $0

TOTAL REVENUE $1,069,138

Expense Breakdown

Grants Paid $0

Salaries & Benefits $305,167

Fundraising Expenses $0

Program Expenses $472,703

Other Expenses $294,758

TOTAL EXPENSES $599,925

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,069,138	$731,908	+0.5%
Expenses	$599,925	$578,760	+0.0%
Net Income	$469,213	$153,148	+2.1%

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

Volunteers

N/A

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

$180,298

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM SHORT	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MICHELLE COLLINS-OGLE	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
ANGELA KAPALKO	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID HARDY	TREASURER	1.00	Officer Director	$0	$0	$0
DONNA ELAINE SWEET	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY BEAL	BOARD MEMBER	1.00	Director	$0	$0	$0
MARGARET L HOFFMAN-TERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC FARMER	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM KING	BOARD MEMBER	1.00	Director	$0	$0	$0
AMANDA BINKLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL FINGERHOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLYN CHU	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA ARMAS-KOLOSTROUBIS	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY RYMLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
RICHARD PROKESCH	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN APPELBAUM	IMMEDIATE PAST-CHAIRPERSON	1.00	Director	$0	$0	$0
MARJORIE GOLDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTIAN RAMERS	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEPH PATRICK MCGOWAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACY HICKS	BOARD MEMBER	1.00	Director	$0	$0	$0
WESLEY THOMPSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSANA WILLIAMS KEESHIN	BOARD MEMBER	1.00	Director	$0	$0	$0
VILMARY SIERRA-ROSA	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES M SOSMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID S RUBIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE SARIEV	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMANTHA STRONG	BOARD MEMBER	1.00	Director	$0	$0	$0
BRUCE PACKETT II	EXECUTIVE DIRECTOR	40.00	Officer	$173,102	$7,196	$180,298
SCOTT BRAWLEY	DEVELOPMENT DIRECTOR	40.00	Highest	$112,000	$12,245	$124,245
DANIEL EBELING	DIRECTOR OF CREDENTIALING	40.00	Highest	$113,500	$22,412	$135,912
ADRIANNE MARINA WYATT	DIRECTOR	40.00	Highest	$105,000	$7,896	$112,896
AARON AUSTIN	DIRECTOR	40.00	Highest	$103,189	$11,403	$114,592

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	$1,069,138	$599,925	$2,894,886	$469,213
2022	$731,908	$578,760	$2,433,641	$153,148
2021	$1,157,840	$630,518	$2,242,477	$527,322
2020	$902,099	$667,099	$1,798,620	$235,000
2019	$2,735,220	$2,429,649	$1,523,554	$305,571

THE AMERICAN ACADEMY OF HIV MEDICINE INC