BARNETT FBO IN ACADEMY FAM PHYSICIAN (EIN 203053674) - 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

JP MORGAN CHASE BANK N A

Phone

8004962583

Tax Period

2024-05-01 to 2025-04-30

BARNETT FBO IN ACADEMY FAM PHYSICIAN, founded in 2003, is a micro nonprofit in the Education sector that reported $44K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. Net assets of $716K represent 197 months of operating reserves.

Mission

DEVELOPING AND PROVIDING RESEARCH, EDUCATION AND CHARITABLE RESOURCES FOR PROMOTION AND SUPPORT OF THE SPECIALTY OF FAMILY MEDICAL PRACTICE IN INDIANA

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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 $0

Program Service Revenue $0

Investment Income $43,551

Other Revenue $0

TOTAL REVENUE $43,551

Expense Breakdown

Grants Paid $28,984

Salaries & Benefits $17,461

Fundraising Expenses $0

Program Expenses $35,180

Other Expenses $0

TOTAL EXPENSES $46,445

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,551	$30,363	+0.4%
Expenses	$46,445	$43,081	+0.1%
Net Income	$-2,894	$-12,718	-0.8%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	2.0		$17,461	$0	$17,461

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
2025	$43,551	$46,445	$716,130	$-2,894
2024	$30,363	$43,081	$718,701	$-12,718
2023	$34,154	$46,889	$732,527	$-12,735
2022	$58,518	$44,198	$745,263	$14,320
2021	$59,962	$39,907	$730,946	$20,055

BARNETT FBO IN ACADEMY FAM PHYSICIAN