Cardiopulmonary Section of the APTA (EIN 391357856) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Phone

2029214245

Tax Period

2023-01-01 to 2023-12-31

CARDIOPULMONARY SECTION OF THE APTA, founded in 1981, is a small nonprofit that reported $137K in total revenue in fiscal year 2021. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $26K, a strong 19% operating margin.

Mission

Educational programming & publications.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $62,114

Program Service Revenue $101,695

Investment Income $4,552

Other Revenue $16,735

TOTAL REVENUE $185,096

Expense Breakdown

Grants Paid $25,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $118,296

Other Expenses $143,447

TOTAL EXPENSES $168,947

Year-over-Year Comparison

	2023	2022	Change
Revenue	$185,096	$118,197	+0.6%
Expenses	$168,947	$136,901	+0.2%
Net Income	$16,149	$-18,704	-1.9%

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

N/A

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
Angela Campbell	President	7.00	Officer Director	$0	$0	$0
Pamela Bartlo	Vice President	7.00	Officer Director	$0	$0	$0
Michael Tevald	Treasurer	5.00	Officer Director	$0	$0	$0
Suzanne Greenwalt	Secretary	3.00	Officer Director	$0	$0	$0
Julie Starr	Chief Delegate	1.00	Director	$0	$0	$0
Jennifer Sharp	Membership Chair	1.00	Director	$0	$0	$0
Julie Skrzat	Programming Chair	1.00	Director	$0	$0	$0
Talia Pollock	Nominating Chair	1.00	Director	$0	$0	$0
Catherine Langley	Executive Director thru 11/2023	10.00	Director	$0	$0	$0
Edward Mathis	Executive Director beg 11/2023	15.00	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	No data	No data	No data	No data
2023	$185,096	$168,947	$530,019	$16,149
2021	$137,071	$110,936	$508,477	$26,135

Cardiopulmonary Section of the APTA