American Academy of Otolarngic Allergy Foundation Inc (EIN 222480270) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Phone

2029555010

Tax Period

2023-01-01 to 2023-12-31

AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY FOUNDATION INC, founded in 1981, is a small nonprofit in the Diseases & Disorders sector that reported $168K in total revenue in fiscal year 2018. The organization ran a surplus of $54K, a strong 32% operating margin.

Mission

The AAOA Foundation is focused on promoting research as it is related to allergy inflamatory and related disease within otolaryncology. The Foundation focuses on target goals of helping to improve patient care in otolaryncology by challenging paradigms developing methodologies or technologies and evaluating valuable scientific areas.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $224,551

Other Revenue $0

TOTAL REVENUE $224,551

Expense Breakdown

Grants Paid $34,439

Salaries & Benefits $253

Fundraising Expenses $0

Program Expenses $34,810

Other Expenses $24,034

TOTAL EXPENSES $58,726

Year-over-Year Comparison

	2023	2022	Change
Revenue	$224,551	$171,755	+0.3%
Expenses	$58,726	$46,546	+0.3%
Net Income	$165,825	$125,209	+0.3%

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

$393,481

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jami Lucas	Executive Director	5.00	Officer	$37,737	$53,845	$393,481
Charles Ebert MD	President	1.00	Officer Director	$0	$0	$0
Dana Crosby MD	Secretary	1.00	Officer Director	$0	$0	$0
Mas Takashima MD	Treasurer	1.00	Officer Director	$0	$0	$0
Whit Mims MD	Board Member	1.00	Director	$0	$0	$0
Kibwey McKinney MD	Board Member	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	No data	No data	No data	No data
2023	$224,551	$58,726	$8,636,195	$165,825
2022	$171,755	$46,546	$7,456,687	$125,209
2021	$440,849	$32,199	$8,856,311	$408,650
2020	$162,526	$71,353	$8,064,461	$91,173
2019	$192,604	$61,003	$7,148,483	$131,601
2018	$168,034	$114,520	$6,070,405	$53,514

American Academy of Otolarngic Allergy Foundation Inc