AMERICAN OSTEOPATHIC ASSOCIATION (EIN 362170786) - 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

1897

Legal Domicile

Principal Officer

KATHLEEN S CREASON

Phone

3122028115

Tax Period

2024-06-01 to 2025-05-31

AMERICAN OSTEOPATHIC ASSOCIATION, founded in 1897, is a mid-sized nonprofit in the Diseases & Disorders sector that reported $35.8M in total revenue in fiscal year 2024. Net assets of $81.5M represent 27 months of operating reserves.

Mission

THE AOA'S MISSION IS TO ADVANCE THE DISTINCTIVE PHILOSOPHY AND PRACTICE OF OSTEOPATHIC MEDICINE.

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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 $887,411

Program Service Revenue $32,429,099

Investment Income $3,218,449

Other Revenue $-760,443

TOTAL REVENUE $35,774,516

Expense Breakdown

Grants Paid $545,385

Salaries & Benefits $19,593,029

Fundraising Expenses $0

Program Expenses $21,296,157

Other Expenses $14,931,735

TOTAL EXPENSES $35,070,149

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,774,516	$35,549,498	+0.0%
Expenses	$35,070,149	$32,436,991	+0.1%
Net Income	$704,367	$3,112,507	-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

Employees

153

Volunteers

700

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

$1,528,206

Total Directors

$445,587

Key Employees

$278,531

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
IRA P MONKA DO	IMM. PAST PRESIDENT - AS OF 07/24	1.00	Officer Director	$283,150	$0	$283,150
TERESA A HUBKA DO	PRESIDENT - AS OF 07/24	1.00	Officer Director	$0	$0	$0
ROBERT GG PICCININI DO	PRESIDENT ELECT - AS OF 07/24	1.00	Officer Director	$108,067	$0	$108,067
ERNEST R GELB DO	PAST PRESIDENT - AS OF 07/24	1.00	Officer Director	$2,550	$0	$2,550
JOSEPH GIAIMO DO	PAST PRESIDENT - UNTIL 07/24	1.00	Officer Director	$2,550	$0	$2,550
W ASHLEY HOOD DO 1ST VICE	PRESIDENT - UNTIL 07/24, TRUSTEE	1.00	Officer Director	$2,000	$0	$2,000
DUANE G KOEHLER DO	1ST VICE PRESIDENT - AS OF 07/24	1.00	Officer Director	$0	$0	$0
JOEL A KASE DO	2ND VICE PRESIDENT - AS OF 07/24	1.00	Officer Director	$1,350	$0	$1,350
JOSHUA D LENCHUS DO	3RD VICE PRESIDENT - AS OF 07/24	1.00	Officer Director	$0	$0	$0
MARIA D JONES DO POSTDOC	TRAINEE MEMBER - UNTIL 07/24	1.00	Director	$1,200	$0	$1,200
BRIANNE HOWERTON DO	POSTDOC. TRAINEE - AS OF 07/24	1.00	Director	$1,000	$0	$1,000
SARA A LOHBAUER DO	POSTDOC. TRAINEE ADV. - UNTIL 07/24	1.00	Director	$1,800	$0	$1,800
SARAH J WOLFF DO NEW PHYS	IN PRACTICE - UNTIL 07/24	1.00	Director	$1,650	$0	$1,650
SHAWN HAMM DO	NEW PHYS. IN PRACTICE	1.00	Director	$1,200	$0	$1,200
PALMER FORD OMS IV	STUDENT MEMBER - AS OF 07/24	1.00	Director	$1,000	$0	$1,000
CAELIN SMITH OMS III	STUDENT MEMBER - UNTIL 07/24	1.00	Director	$600	$0	$600
DEVANSHI PATEL OMS IV	STUDENT ADVISOR - UNTIL 07/24	1.00	Director	$1,500	$0	$1,500
JEFFREY D DAVIS DO	TRUSTEE	1.00	Director	$2,550	$0	$2,550
KEVIN V DE REGNIER DO	TRUSTEE	1.00	Director	$2,400	$0	$2,400
ROBERT S DOLANSKY DO	TRUSTEE	1.00	Director	$2,550	$0	$2,550
ROBERT W HOSTOFFER JR DO	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER J HAULER DO	TRUSTEE	1.00	Director	$0	$0	$0
DAVID E GARZA DO	TRUSTEE	1.00	Director	$2,700	$0	$2,700
EMILY K HURST DO	TRUSTEE	1.00	Director	$2,570	$0	$2,570
JENNIFER Y KENDALL DO	TRUSTEE	1.00	Director	$2,550	$0	$2,550
TIMOTHY J KOWALSKI DO	TRUSTEE	1.00	Director	$2,850	$0	$2,850
JAMES M LALLY DO	TRUSTEE	1.00	Director	$800	$0	$800
GERALDINE T O'SHEA DO	TRUSTEE	1.00	Director	$2,100	$0	$2,100
SONIA RIVERA-MARTINEZ DO	TRUSTEE	1.00	Director	$600	$0	$600
JULIEANNE P SEES DO	TRUSTEE	1.00	Director	$3,100	$0	$3,100
SHANNON C SCOTT DO	TRUSTEE	1.00	Director	$3,250	$0	$3,250
RICHARD R THACKER DO	TRUSTEE	1.00	Director	$3,450	$0	$3,450
FRANK M TURSI DO	TRUSTEE	1.00	Director	$1,950	$0	$1,950
BRUCE A WOLF DO	TRUSTEE	1.00	Director	$2,550	$0	$2,550
KATHLEEN S CREASON	CEO, BOARD SECRETARY	40.00	Officer	$513,238	$47,034	$560,272
DENNIS RIZZO	CFO	40.00	Officer	$251,681	$34,302	$285,983
JULIE KULOVITS	GENERAL COUNSEL	40.00	Officer	$258,410	$23,874	$282,284
MAURA BISZEWSKI	SVP OSTEOPATHIC ENGAGEMENT	40.00	Key Emp	$235,777	$42,754	$278,531
DARCY STEINBERG VP STRATEGIC	PARTNERSHIPS AND HEALTH INIT.	40.00	Highest	$203,472	$47,520	$250,992
PRANAV PAREKH VP INFORMATION	TECHNOLOGY - UNTIL 04/25	40.00	Highest	$204,754	$24,382	$229,136
SHARON MCGILL	VP RESEARCH	40.00	Highest	$212,887	$22,289	$235,176
JOSE CARINO	VP MEMBERSHIP	40.00	Highest	$196,234	$31,468	$227,702
GENIE JAMES	VP ACCREDITATION	40.00	Highest	$195,126	$27,125	$222,251

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	$35,774,516	$35,070,149	$109,137,324	$704,367
2024	$35,549,498	$32,436,991	$94,502,786	$3,112,507
2023	$32,864,149	$30,401,566	$84,556,796	$2,462,583
2022	$38,827,499	$26,918,182	$86,966,576	$11,909,317
2021	$32,905,161	$29,225,048	$87,985,628	$3,680,113
2020	$36,084,863	$35,708,720	$72,821,611	$376,143
2019	$45,593,311	$44,263,879	$71,491,438	$1,329,432
2018	$47,203,509	$46,503,804	$72,679,540	$699,705

AMERICAN OSTEOPATHIC ASSOCIATION