AMERICAN OSTEOPATHIC FOUNDATION (EIN 366056120) - 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

1949

Legal Domicile

Principal Officer

SCOTT CYRUS DO

Phone

3122028200

Tax Period

2025-01-01 to 2025-12-31

AMERICAN OSTEOPATHIC FOUNDATION, founded in 1949, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2025. Revenue fell 63% from the prior year — a significant decline worth monitoring. Net assets of $24.4M represent 105 months of operating reserves.

Mission

TO SUPPORT PROGRAMS AND SERVICES THAT PROMOTE OSTEOPATHIC MEDICINE AND ENHANCE PATIENT-CENTERED CARE. THE AOF HAS WORKED DILIGENTLY TOWARD REALIZING ITS VISION, TO ENRICH GLOBAL HEALTH BY PROMOTING OSTEOPATHIC MEDICINE. THE AOF IS ENERGIZED AND INSPIRED TO ACCOMPLISH THIS THROUGH ITS MISSION, TO SUPPORT PHILANTHROPIC ACTIVITIES THAT PROMOTE AND ENHANCE THE OSTEOPATHIC PROFESSION. THROUGH THE SUPPORT OF LEADERSHIP, THE DEDICATION AND FORESIGHT OF THE AOF BOARD OF DIRECTORS, AND THE GENEROSITY OF THE FOUNDATION'S LOYAL DONORS, THE AOF PROUDLY SERVES AS THE PHILANTHROPIC PARTNER FOR THE OSTEOPATHIC PROFESSION, THE ASSOCIATION AND THE AFFILIATES. AOF HAS MADE A DIFFERENCE IN THE LIVES OF MANY WITHIN THE PROFESSION AND CONTINUES TO INCREASE THE NUMBER OF AWARDS GIVEN, GRANTS EXTENDED, SCHOLARSHIPS AWARDED, AND SERVICES PROVIDED THAT ENHANCE AND BENEFIT OSTEOPATHIC STUDENTS, RESIDENTS, PHYSICIANS - AND THE PATIENTS THEY SO HONORABLY SERVE.

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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 $1,984,539

Program Service Revenue $0

Investment Income $753,294

Other Revenue $50,010

TOTAL REVENUE $2,787,843

Expense Breakdown

Grants Paid $640,840

Salaries & Benefits $1,294,831

Fundraising Expenses $524,263

Program Expenses $1,389,009

Other Expenses $920,625

TOTAL EXPENSES $2,856,296

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,787,843	$7,631,230	-0.6%
Expenses	$2,856,296	$2,724,646	+0.0%
Net Income	$-68,453	$4,906,584	-1.0%

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

179

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

$532,380

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH ZAMMUTO DO	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
SCOTT CYRUS DO	PRESIDENT	5.00	Officer Director	$0	$0	$0
DAWN TARTAGLIONE DO	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
SEGER MORRIS DO	TREASURER	2.00	Officer Director	$0	$0	$0
JULIEANNE SEES DO	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
JILL HELENBROOK	DIRECTOR	2.00	Officer Director	$0	$0	$0
BARBARA ROSS-LEE DO	PAST PRESEIDENT	2.00	Officer Director	$0	$0	$0
JEFFREY GROVE DO	PAST PRESEIDENT (THROUGH 12/31/2025)	2.00	Officer Director	$0	$0	$0
JOHN KOWALCZYK DO	VICE PRESIDENT	2.00	Director	$0	$0	$0
LINDA SAULNIER	DIRECTOR (THROUGH 12/31/2025)	2.00	Director	$0	$0	$0
SONBOL SHAHID-SALLES DO	DIRECTOR	2.00	Director	$0	$0	$0
SONIA RIVERA-MARTINEZ DO	SECRETARY	2.00	Director	$0	$0	$0
WENDY MCDONALD RN	DIRECTOR (THROUGH 12/31/2025)	2.00	Director	$0	$0	$0
SHEREECE DOVE	STUDENT DIRECTOR (THROUGH 12/31/2025)	2.00	Director	$0	$0	$0
JOEL FEDER DO	DIRECTOR	2.00	Director	$0	$0	$0
HENRY KNOX	STUDENT DIRECTOR	3.00	Director	$0	$0	$0
MICHELLE LARSON CAE CME	DIRECTOR	2.00	Director	$0	$0	$0
WES METHENY	DIRECTOR	2.00	Director	$0	$0	$0
LAURA ROSCH	DIRECTOR	2.00	Director	$0	$0	$0
RITA FORDEN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$320,210	$20,894	$341,104
RICHARD BLAIR	CHIEF FINANCIAL OFFICER, CO-TREASURER	40.00	Officer	$153,272	$38,004	$191,276
TERESA SANDERS	DEVELOPMENT DIRECTOR	40.00	Highest	$117,852	$28,064	$145,916
JULIA JUNG	DIRECTOR OF MARKETING AND MISSION COMMUNICATIONS	40.00	Highest	$105,324	$13,023	$118,347

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	$2,787,843	$2,856,296	$24,824,332	$-68,453
2024	No data	No data	No data	No data
2023	$2,236,558	$2,479,137	$17,330,075	$-242,579
2022	$1,843,079	$1,972,320	$16,168,048	$-129,241
2021	$3,314,044	$1,724,161	$19,265,366	$1,589,883
2020	$1,987,136	$1,599,421	$17,125,388	$387,715
2019	$2,780,723	$1,509,165	$15,798,537	$1,271,558
2018	$1,526,227	$1,393,850	$12,618,663	$132,377

AMERICAN OSTEOPATHIC FOUNDATION