AMERICAN ACADEMY OF FAMILY PHYSICIANS- WISCONSIN ACADEMY (EIN 390867817) - 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

1948

Legal Domicile

Principal Officer

BRANDON WIMMER

Phone

2625120606

Tax Period

2025-01-01 to 2025-12-31

AMERICAN ACADEMY OF FAMILY PHYSICIANS- WISCONSIN ACADEMY, founded in 1948, is a small nonprofit that reported $815K in total revenue in fiscal year 2025. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

TO PROMOTE EXCELLENCE AND EQUITY IN HEALTH FOR ALL PEOPLE IN WISCONSIN THROUGH THE ADVANCEMENT OF THE ART AND SCIENCE OF FAMILY MEDICINE.

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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 $14,069

Program Service Revenue $763,581

Investment Income $19,679

Other Revenue $17,214

TOTAL REVENUE $814,543

Expense Breakdown

Grants Paid $68,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $590,858

Other Expenses $746,551

TOTAL EXPENSES $814,551

Year-over-Year Comparison

	2025	2024	Change
Revenue	$814,543	$697,051	+0.2%
Expenses	$814,551	$763,286	+0.1%
Net Income	$-8	$-66,235	-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

N/A

Volunteers

195

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
ERIN MORCOMB MD	PRESIDENT	1.00	Officer Director	$0	$0	$0
ZACH BAESEMAN MD	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
SUHAIL SHAIKH MD	1ST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SABRINA HOFMEISTER DO	2ND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JEAN RIQUELME MD	TREASURER	1.00	Officer Director	$0	$0	$0
MARK DEYO-SVENDSEN MD	FOUNDATION PRESIDENT	1.00	Director	$0	$0	$0
MICHAEL CHEN MD	DIRECTOR	1.00	Director	$0	$0	$0
AMANPREET SETHI MD	DIRECTOR	1.00	Director	$0	$0	$0
DIANA FLINT MD	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY WALDHART DO	DIRECTOR	1.00	Director	$0	$0	$0
KHALYNE JOHNSON-MOSS MD	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN BUTLER MD	DIRECTOR	1.00	Director	$0	$0	$0
TOM JOLES MD	DIRECTOR	1.00	Director	$0	$0	$0
FARAH SHAUKAT MD	RESIDENT DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIAN WIDDER MD	RESIDENT DIRECTOR	1.00	Director	$0	$0	$0
ALEXA WEBER	STUDENT DIRECTOR	1.00	Director	$0	$0	$0
MADISON KURTH	STUDENT DIRECTOR	1.00	Director	$0	$0	$0
JOE GRAVEL MD	AAFP DELEGATE	1.00	Director	$0	$0	$0
KEN SCHELLHASE MD	AAFP DELEGATE	1.00	Director	$0	$0	$0
ERIC STADER MD	AAFP ALTERNATIVE DELEGATE	1.00	Director	$0	$0	$0
KARINA ATWELL MD	AAFP ALTERNATIVE DELEGATE	1.00	Director	$0	$0	$0
BETH MENZEL MD	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BRANDON WIMMER	EXECUTIVE DIRECTOR	40.00	Officer	$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	$814,543	$814,551	$614,158	$-8
2024	$697,051	$763,286	$554,888	$-66,235
2023	$683,545	$738,200	$563,257	$-54,655
2022	$734,190	$724,328	$593,702	$9,862
2021	$643,758	$556,843	$711,267	$86,915
2020	$672,990	$619,697	$528,597	$53,293
2019	$702,743	$698,139	$483,777	$4,604
2018	$594,074	$650,267	$441,179	$-56,193

AMERICAN ACADEMY OF FAMILY PHYSICIANS- WISCONSIN ACADEMY