AMERICAN HEARTWORM SOCIETY INC (EIN 237383865) - 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

1975

Legal Domicile

Principal Officer

DR MARISA AMES

Phone

4432433412

Tax Period

2025-01-01 to 2025-12-31

AMERICAN HEARTWORM SOCIETY INC, founded in 1975, is a small nonprofit that reported $829K in total revenue in fiscal year 2025. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $945K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO LEAD THE VETERINARY PROFESSION AND THE PUBLIC IN THE UNDERSTANDING OF HEARTWORM DISEASE.

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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 $517,105

Program Service Revenue $292,711

Investment Income $19,455

Other Revenue $0

TOTAL REVENUE $829,271

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $620,469

Other Expenses $944,724

TOTAL EXPENSES $944,724

Year-over-Year Comparison

	2025	2024	Change
Revenue	$829,271	$560,528	+0.5%
Expenses	$944,724	$575,990	+0.6%
Net Income	$-115,453	$-15,462	+6.5%

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

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
DR LYRIC BARTHOLOMAY	DIRECTOR	2.00	Director	$0	$0	$0
DR CINDY CULPEPPER	DIRECTOR	2.00	Director	$0	$0	$0
SONYA HENNESSY	MANAGEMENT TEAM	0.00	Director	$0	$0	$0
DR CHRIS ADOLPH	EX-OFFICIO	2.00	Director	$0	$0	$0
DR BLUE BRAWNER	DIRECTOR	2.00	Director	$0	$0	$0
DR MARK COUSINS	DIRECTOR	2.00	Director	$0	$0	$0
DR ALIYA MAGEE	DIRECTOR	2.00	Director	$0	$0	$0
DR JULIE PARKS	DIRECTOR	2.00	Director	$0	$0	$0
DR JASON DRAKE	EX-OFFICIO	2.00	Director	$0	$0	$0
JULIE LEGRED	EX-OFFICIO	2.00	Director	$0	$0	$0
DR JOHN MCCALL	EX-OFFICIO	2.00	Director	$0	$0	$0
DR CAMEON OHMES	EX-OFFICIO	2.00	Director	$0	$0	$0
DR AUTUMN BREHM	DIRECTOR	2.00	Director	$0	$0	$0
DR MARISA AMES	PRESIDENT	6.00	Officer	$0	$0	$0
DR LISA YOUNG	VICE PRESIDENT	4.00	Officer	$0	$0	$0
DR ANDY MOOREHEAD	SYMPOSIUM PROGRAM CHAIR	4.00	Officer	$0	$0	$0
DR JENNI RIZZO	PAST PRESIDENT	4.00	Officer	$0	$0	$0
DR LINDSAY STARKEY	EDITOR	4.00	Officer	$0	$0	$0
DR TOM NELSON	RESEARCH CHAIR	4.00	Officer	$0	$0	$0
DR URI DONNETT	SECRETARYTREASURER	4.00	Officer	$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	$829,271	$944,724	$1,010,124	$-115,453
2024	$560,528	$575,990	$1,122,487	$-15,462
2023	$733,243	$436,152	$1,137,271	$297,091
2022	$755,708	$1,024,934	$825,162	$-269,226
2021	$633,346	$808,736	$1,092,551	$-175,390
2020	$627,666	$568,562	$1,266,224	$59,104
2019	$745,270	$936,137	$1,207,066	$-190,867
2018	$684,930	$430,782	$1,398,273	$254,148

AMERICAN HEARTWORM SOCIETY INC