AMERICAN ASSOCIATION OF MEDICAL SOCIETY EXECUTIVES (EIN 362915937) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1954

Legal Domicile

Principal Officer

CATHERINE JOHANNESEN

Phone

6512883432

Tax Period

2024-01-01 to 2024-12-31

AMERICAN ASSOCIATION OF MEDICAL SOCIETY EXECUTIVES, founded in 1954, is a small nonprofit that reported $369K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

PROVIDE MEDICAL SOCIETY EXECUTIVES THE MEANS TO EXCEL IN THE FIELD OF ORGANIZED MEDICINE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $60,000

Program Service Revenue $295,219

Investment Income $5,596

Other Revenue $8,623

TOTAL REVENUE $369,438

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $377,395

TOTAL EXPENSES $377,395

Year-over-Year Comparison

	2024	2023	Change
Revenue	$369,438	$332,629	+0.1%
Expenses	$377,395	$381,407	0.0%
Net Income	$-7,957	$-48,778	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
CATHERINE JOHANNESEN	PRESIDENT	5.00	Officer Director	$0	$0	$0
JOSEPH GREAVES	PRESIDENT-ELECT	3.00	Officer Director	$0	$0	$0
SYLVIA SALAZAR	PAST PRESIDENT	3.00	Officer Director	$0	$0	$0
CLINT CUMMINS	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
REBECCA BRANDT	DIRECTOR	2.00	Director	$0	$0	$0
DONNA GRANDE	DIRECTOR	2.00	Director	$0	$0	$0
JULIE RAMIREZ	DIRECTOR	2.00	Director	$0	$0	$0
KELSEY MCQUAID-CRAIG	DIRECTOR	2.00	Director	$0	$0	$0
LIBBY DE BIE	DIRECTOR	2.00	Director	$0	$0	$0
WES GLINSMANN	DIRECTOR	2.00	Director	$0	$0	$0
ALEX BARDAKH	DIRECTOR	2.00	Director	$0	$0	$0
ARIEL JONES	DIRECTOR	2.00	Director	$0	$0	$0
ALLEN MCMILLEN	DIRECTOR	2.00	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
2024	$369,438	$377,395	$283,655	$-7,957
2023	$332,629	$381,407	$303,422	$-48,778
2022	$316,600	$351,982	$237,181	$-35,382
2021	$240,053	$236,802	$338,032	$3,251
2020	$247,472	$248,729	$340,423	$-1,257
2019	$413,626	$373,822	$272,758	$39,804
2018	$417,008	$426,620	$283,279	$-9,612

AMERICAN ASSOCIATION OF MEDICAL SOCIETY EXECUTIVES