American Association of Medical As… - Form 990 Financial Data

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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

1959

Legal Domicile

Principal Officer

Monica Case

Phone

3128991500

Tax Period

2023-07-01 to 2024-06-30

American Association of Medical Assistants Inc, founded in 1959, is a community nonprofit that reported $6.8M in total revenue in fiscal year 2023. Expenses of $6.0M left a modest 12% surplus.

Mission

ASSOCIATION AND ACCREDITATION FOR MEDICAL ASSISTANTS. CONTINUING EDUCATION FOR MEDICAL ASSISTANTS AND CERTIFICATION OF MEDICAL ASSISTANT IN THE UNITED STATES.

Program Service Accomplishments

Program 1

Expenses: $3,250,668 Revenue: $5,187,438

Association and accreditation for medical assistants, continuing education for medical assistants and certification of medical assistant in the United States.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,667,178

Program Service Revenue $5,159,058

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,826,236

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,236,363

Fundraising Expenses $91,444

Program Expenses $3,250,668

Other Expenses $3,787,931

TOTAL EXPENSES $6,024,294

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,826,236	$6,530,743	+0.0%
Expenses	$6,024,294	$5,415,568	+0.1%
Net Income	$801,942	$1,115,175	-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

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
Donald Balasa	CEO	50.00		$317,000	$0	$317,000
Lee Rumpel	Manager	40.00		$184,000	$0	$184,000
Katherine Gottwaldt	Director of Cert	40.00		$176,000	$0	$176,000
Sahenaz Pirani	Accountant	40.00		$146,000	$0	$146,000
Frederick Lenhoff	Manager	40.00		$135,000	$0	$135,000
Gina Mokijewski	Manager	40.00		$125,000	$0	$125,000
Monica Case	President	1.00	Officer Director	$0	$0	$0
Aimee Wicker	Vice President	1.00	Officer Director	$0	$0	$0
Virginia Thomas	Secretary	1.00	Officer Director	$0	$0	$0
Deborah Novak	Imm. Past Pres	1.00	Officer Director	$0	$0	$0
Sherry Bogar	Speaker of Hous	1.00	Officer Director	$0	$0	$0
Natasha Geno	Vice Speak Hous	1.00	Officer Director	$0	$0	$0
Aimee Quinn	Trustee	1.00	Director	$0	$0	$0
Pam Neu	Trustee	1.00	Director	$0	$0	$0
Candy Miller	Trustee	1.00	Director	$0	$0	$0
Claire Houghton	Trustee	1.00	Director	$0	$0	$0
Sandra Thomas	Trustee	1.00	Director	$0	$0	$0
Shannon Thomas	Trustee	1.00	Director	$0	$0	$0
Shirley Sawyer	Trustee	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	No data	No data	No data	No data
2024	$6,826,236	$6,024,294	$14,570,501	$801,942
2023	$6,530,743	$5,415,568	$13,919,415	$1,115,175
2022	$7,361,786	$6,391,365	$12,791,053	$970,421
2021	$8,111,044	$5,486,323	$11,140,363	$2,624,721
2020	$8,206,818	$6,034,685	$8,415,506	$2,172,133

American Association of Medical Assistants Inc