AMERICAN SOCIETY FOR AUTOMATION IN PHARMACY (EIN 232544907) - 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

1987

Legal Domicile

Principal Officer

WILLIAM A LOCKWOOD JR

Phone

6108257686

Tax Period

2025-01-01 to 2025-12-31

AMERICAN SOCIETY FOR AUTOMATION IN PHARMACY, founded in 1987, is a small nonprofit that reported $161K in total revenue in fiscal year 2025. Revenue decreased 12% compared to the prior year. Expenses of $221K exceeded revenue, resulting in a 38% operating deficit.

Mission

TO PROVIDE MEMBERS AND OTHERS WITH OPPORTUNITIES FOR THE DIALOGUE, EDUCATION, ADVANCEMENT AND IMPROVEMENT OF ALL ASPECTS OF THE PHARMACY AUTOMATION INDUSTRY THROUGH MEETINGS, SEMINARS, COMMUNICATIONS, PUBLICATIONS AND OTHER PROGRAMS AND ACTIVITIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $160,509

Investment Income $11

Other Revenue $0

TOTAL REVENUE $160,520

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $221,118

TOTAL EXPENSES $221,118

Year-over-Year Comparison

	2025	2024	Change
Revenue	$160,520	$182,749	-0.1%
Expenses	$221,118	$243,656	-0.1%
Net Income	$-60,598	$-60,907	0.0%

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
LISA MILLER	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAWN WHITE	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL DODD	BOARD MEMBER	1.00	Director	$0	$0	$0
ANN JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KETAN MEHTA	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN SARRELS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRANDI VAN PATTON	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
2025	$160,520	$221,118	$156,338	$-60,598
2024	$182,749	$243,656	$220,060	$-60,907
2023	$262,533	$207,462	$259,033	$55,071
2022	$212,808	$249,174	$236,816	$-36,366
2021	$195,348	$192,978	$220,532	$2,370
2020	$212,579	$221,565	$218,414	$-8,986
2019	$257,593	$276,613	$293,757	$-19,020
2018	$280,019	$276,643	$291,166	$3,376

AMERICAN SOCIETY FOR AUTOMATION IN PHARMACY