AMERICAN OSTEOPATHIC INFORMATION ASSOCIATION (EIN 364340931) - 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

1999

Legal Domicile

Principal Officer

CHRISTEL BALLOG

Phone

3122028000

Tax Period

2024-06-01 to 2025-05-31

AMERICAN OSTEOPATHIC INFORMATION ASSOCIATION, founded in 1999, is a community nonprofit in the Community Improvement sector that reported $5.3M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.2M, a strong 23% operating margin.

Mission

TO SUPPORT THE OSTEOPATHIC PROFESSION THROUGH ADVOCACY, MEMBER-FOCUSED RESOURCES, STRATEGIC PARTNERSHIPS AND DATA DRIVEN INNOVATION INCLUDING DIGITAL HEALTH INITIATIVES.

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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 $0

Program Service Revenue $4,341,646

Investment Income $551,580

Other Revenue $407,646

TOTAL REVENUE $5,300,872

Expense Breakdown

Grants Paid $42,602

Salaries & Benefits $1,696,996

Fundraising Expenses $0

Other Expenses $2,320,907

TOTAL EXPENSES $4,060,505

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,300,872	$4,897,234	+0.1%
Expenses	$4,060,505	$3,458,632	+0.2%
Net Income	$1,240,367	$1,438,602	-0.1%

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

$832,346

Total Directors

$575,822

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN S CREASON	DIRECTOR, AOA CEO	1.00	Officer Director	$0	$47,034	$560,272
COLE ZANETTI DO	DIRECTOR	1.00	Director	$13,200	$0	$13,200
JOSEPH GIAIMO DO	DIRECTOR	1.00	Director	$0	$0	$2,250
SAMEER SOOD DO	DIRECTOR	1.00	Director	$100	$0	$100
NORMAN VINN DO	CHAIR	1.00	Officer Director	$0	$0	$0
JAMES M LALLY DO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARK BAKER DO	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JAY FELDSTEIN DO	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE THOMAS DO	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTEL BALLOG	EXECUTIVE DIRECTOR	40.00	Officer	$264,791	$7,283	$272,074
JOANNE CONSTANTINE	DIRECTOR OF SALES & MARKETING	40.00	Highest	$158,363	$14,684	$173,047
CYNTHIA PENKALA	SR DIRECTOR, PRACTICE MGMT	40.00	Highest	$156,075	$15,469	$171,544
CHRISTOPHER HUGHES	SR. DIRECTOR	40.00	Highest	$104,719	$12,369	$117,088

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	$5,300,872	$4,060,505	$19,949,136	$1,240,367
2024	$4,897,234	$3,458,632	$18,447,525	$1,438,602
2023	$5,137,870	$3,474,801	$16,253,442	$1,663,069
2022	$3,497,766	$2,805,542	$16,808,282	$692,224
2021	$4,162,775	$2,384,630	$14,083,052	$1,778,145
2020	$4,200,018	$2,873,584	$11,125,769	$1,326,434
2019	$3,592,633	$3,049,153	$10,133,326	$543,480
2018	$4,386,563	$3,315,913	$9,503,209	$1,070,650

AMERICAN OSTEOPATHIC INFORMATION ASSOCIATION