AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES INC (EIN 237067770) - 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

1968

Legal Domicile

Principal Officer

LISA GABLES

Phone

7038362272

Tax Period

2023-01-01 to 2023-12-31

AMERICAN ACADEMY OF PHYSICIAN ASSISTANTS INC, founded in 1968, is a mid-sized nonprofit that reported $27.0M in total revenue in fiscal year 2017. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $24.9M left a modest 8% surplus.

Mission

TO ENSURE THE PROFESSIONAL GROWTH, PERSONAL EXCELLENCE, AND RECOGNITION OF PHYSICIAN ASSOCIATES.

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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 $3,073,249

Program Service Revenue $24,796,790

Investment Income $197,012

Other Revenue $3,267,821

TOTAL REVENUE $31,334,872

Expense Breakdown

Grants Paid $584,069

Salaries & Benefits $17,263,255

Fundraising Expenses $0

Other Expenses $16,821,139

TOTAL EXPENSES $34,668,463

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,334,872	$30,369,572	+0.0%
Expenses	$34,668,463	$28,633,935	+0.2%
Net Income	$-3,333,591	$1,735,637	-2.9%

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

125

Volunteers

640

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

$607,800

Total Directors

$5,840

Key Employees

$1,551,101

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FOLUSHO OGUNFIDITIMI	PRESIDENT (BEG 07/01/23)	4.00	Officer Director	$0	$0	$0
JENNIFER M OROZCO	PRESIDENT (THRU 6/30/23)	4.00	Officer Director	$0	$0	$0
JASON PREVELIGE	PRESIDENT-ELECT (BEG 07/01/23)	4.00	Officer Director	$0	$0	$0
BETH SMOLKO	IMM. PAST PRESIDENT (THRU 06/30/23)	4.00	Officer Director	$0	$0	$0
TODD PICKARD	VP/SPEAKER OF THE HOUSE	4.00	Officer Director	$0	$0	$0
LAUREN DOBBS	SECRETARY-TREASURER	4.00	Officer Director	$0	$0	$0
DAVID BUNNELL	DIRECTOR-AT-LARGE	2.00	Director	$0	$0	$0
LESLIE CLAYTON	DIRECTOR, FIRST VICE SPEAKER	2.00	Director	$0	$0	$0
NATALIE CRUMP	STUDENT DIRECTOR (THRU 06/30/23)	2.00	Director	$0	$0	$0
KIERRA GIPSON	STUDENT DIRECTOR (BEG 07/01/23)	2.00	Director	$0	$0	$0
ERIC MARTINEZ	DIRECTOR-AT-LARGE	2.00	Director	$0	$0	$0
DEANNA BRIDGE NAJERA	DIRECTOR-AT-LARGE	2.00	Director	$0	$0	$0
ASHTON OGLE	DIRECTOR-AT-LARGE (BEG 07/01/23)	2.00	Director	$0	$0	$0
KRIS PYLES-SWEET	DIRECTOR-AT-LARGE	2.00	Director	$5,840	$0	$5,840
DESMOND WATT	DIRECTOR-AT-LARGE (THRU 06/30/23)	2.00	Director	$0	$0	$0
PEGGY WALSH SHERYKA	DIRECTOR, SECOND VICE SPEAKER	2.00	Director	$0	$0	$0
LISA GABLES	CEO	40.00	Officer	$555,509	$52,291	$607,800
DONNA NOGAY	SVP, MKT & MS	40.00	Key Emp	$310,216	$36,248	$346,464
KAREN MORGAN	SVP, COVN (THRU 07/06/23)	40.00	Key Emp	$381,950	$34,591	$416,541
DANIEL PACE	VP, EDU & RES	40.00	Key Emp	$225,657	$39,852	$265,509
ANIL RAVANDUR	VP, IT	40.00	Key Emp	$233,542	$37,791	$271,333
MICHAEL POWE	VP, RP ADV	40.00	Key Emp	$219,166	$32,088	$251,254
PHILLIP BONGIORNO	SVP, ADV & GOV REL (THRU 07/06/23)	40.00	Highest	$210,599	$33,547	$244,146
TATE HEUER	VP, FEDERAL ADVOCACY	40.00	Highest	$205,691	$34,539	$240,230
DEL BAKER-ROBERSON	DIRECTOR, SBD (THRU 11/03/23)	40.00	Highest	$196,786	$17,780	$214,566
PATRICIA BEESON	VP, HUMAN RESOURCES	40.00	Highest	$191,507	$26,488	$217,995
ANGELA SHUMAN	VP, STATE ADV & OUTRCH	40.00	Highest	$182,120	$7,640	$189,760

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$31,334,872	$34,668,463	$42,557,026	$-3,333,591
2022	$30,369,572	$28,633,935	$42,451,703	$1,735,637
2021	$27,625,692	$23,874,344	$37,287,618	$3,751,348
2020	$9,436,895	$10,295,105	$31,262,085	$-858,210
2020	$20,952,302	$24,645,214	$29,305,864	$-3,692,912
2019	$27,420,546	$27,602,609	$29,798,060	$-182,063
2018	$26,969,973	$24,864,990	$31,838,552	$2,104,983

AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES INC