American Medical Association Foundation (EIN 366080517) - 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

1957

Legal Domicile

Principal Officer

Mary Beth Ellison

Phone

3124644543

Tax Period

2024-07-01 to 2025-06-30

American Medical Association Foundation, founded in 1957, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $6.2M exceeded revenue, resulting in a 102% operating deficit.

Mission

THE AMA FOUNDATION BRINGS TOGETHER PHYSICIANS AND COMMUNITIES TO IMPROVE OUR NATION'S HEALTH. SEE SCHEDULE O FOR DETAILS OF OPERATIONAL 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 $1,791,042

Program Service Revenue $0

Investment Income $1,269,668

Other Revenue $3,324

TOTAL REVENUE $3,064,034

Expense Breakdown

Grants Paid $2,645,847

Salaries & Benefits $1,581,208

Fundraising Expenses $906,464

Program Expenses $3,705,400

Other Expenses $1,948,424

TOTAL EXPENSES $6,175,479

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,064,034	$2,616,839	+0.2%
Expenses	$6,175,479	$4,129,796	+0.5%
Net Income	$-3,111,445	$-1,512,957	+1.1%

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

N/A

Volunteers

155

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

$607,017

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIRGINIA SPITZER	EXECUTIVE DIRECTOR	40.0	Key Emp	$273,899	$0	$273,899
SANDRA SMITH	DEPUTY DIRECTOR	40.0	Key Emp	$203,918	$0	$203,918
CARIE LOVSTAD	SENIOR DEVELOPMENT OFFICER	40.0	Key Emp	$129,200	$0	$129,200
Mary Beth Ellison	President	5.0	Officer Director	$0	$0	$0
Albert Ray MD FAAFP	Immediate Past President	5.0	Officer Director	$0	$0	$0
Cedric M Bright MD FACP	Director	3.0	Director	$0	$0	$0
Jon Ekdahl JD	DIRECTOR	3.0	Director	$0	$0	$0
Jeremy Lazarus MD	President-Elect	5.0	Director	$0	$0	$0
Rachelle M Klammer MD FACEP	Secretary	3.0	Director	$0	$0	$0
Barbara L McAneny MD FASCO MACP	Director	3.0	Director	$0	$0	$0
Lisa Bohman Egbert MD	DIRECTOR	3.0	Director	$0	$0	$0
Jerry D Kennett MD MACC	Treasurer	5.0	Officer Director	$0	$0	$0
Thomas J Madejski MD FACP	Director	3.0	Director	$0	$0	$0
Diana Ramos MD MPH MBA FACOG	Director	3.0	Director	$0	$0	$0
Siobhan Wescott MD MPH	Director	3.0	Director	$0	$0	$0
Amanda Block	Student Director	3.0	Director	$0	$0	$0
Chidinma Ikonte	Student Director	3.0	Director	$0	$0	$0
Ilse Levin DO MPH TM FACP	Director	3.0	Director	$0	$0	$0
Jacqueline L Nguyen Esq	Director	3.0	Director	$0	$0	$0
Shilpen Patel MD FACRO FASTRO	Director	3.0	Director	$0	$0	$0
David Welsh MD MBA	Director	3.0	Director	$0	$0	$0
Racheal Kunesh	AMA Alliance Representative	3.0	Director	$0	$0	$0
Whitney Stuard Sambhariya MD PhD	Resident Director	3.0	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	$3,064,034	$6,175,479	$25,674,194	$-3,111,445
2024	$2,616,839	$4,129,796	$27,007,954	$-1,512,957
2023	$2,255,474	$4,288,876	$27,964,016	$-2,033,402
2022	$8,763,967	$4,126,699	$26,650,564	$4,637,268
2021	$3,534,221	$3,553,940	$32,088,831	$-19,719
2020	$2,567,190	$3,009,927	$25,501,646	$-442,737
2019	$3,465,944	$2,735,858	$27,041,983	$730,086
2018	$3,097,973	$2,886,252	$26,140,405	$211,721

American Medical Association Foundation