IOWA OSTEOPATHIC MEDICAL ASSOCIATION (EIN 420334865) - 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

1898

Legal Domicile

Principal Officer

WILLIAM FELEGI

Phone

5152828192

Tax Period

2024-07-01 to 2025-06-30

IOWA OSTEOPATHIC MEDICAL ASSOCIATION, founded in 1898, is a small nonprofit that reported $209K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year.

Mission

HELPING MEMBERS PRACTICE OSTEOPATHIC MEDICINE AND PRESERVE THE PROFESSION

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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 $62,763

Program Service Revenue $147,335

Investment Income $-2,177

Other Revenue $1,051

TOTAL REVENUE $208,972

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $221,859

TOTAL EXPENSES $221,859

Year-over-Year Comparison

	2024	2023	Change
Revenue	$208,972	$247,933	-0.2%
Expenses	$221,859	$242,974	-0.1%
Net Income	$-12,887	$4,959	-3.6%

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

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
MICHAEL FOGGIA	TRUSTEE	0.10	Director	$0	$0	$0
KATIE KUEHNER	TRUSTEE	0.10	Director	$0	$0	$0
RANDALL MESSERLY	TRUSTEE	0.10	Director	$0	$0	$0
ADRIAN WOOLLEY	TRUSTEE	0.10	Director	$0	$0	$0
PATRICIA FASBENDER	TRUSTEE	0.10	Director	$0	$0	$0
DAVID CONNETT	TRUSTEE	0.10	Director	$0	$0	$0
JEANNE RUPERT	TRUSTEE	0.10		$0	$0	$0
JANA MARJENHOFF LEFT APRIL 2025	TRUSTEE	0.10	Director	$0	$0	$0
LAURAN CHAMBERS	RESIDENT TRU	0.05	Director	$0	$0	$0
WILLIAM FELEGI	PRESIDENT	0.25	Officer Director	$0	$0	$0
JENNIFER OLSON	PRESIDENT-EL	0.25	Officer Director	$0	$0	$0
JOSEPH BROOKS	VICE PRESIDE	0.25	Officer Director	$0	$0	$0
LINDSEY VAN DUYN	IMM. PAST PR	0.25	Officer Director	$0	$0	$0
DUSTIN ARNOLD	PAST PRESIDE	0.25	Officer Director	$0	$0	$0
BRIAN MEEKER LEFT APRIL 2025	PAST PRESIDE	0.25	Officer Director	$0	$0	$0
EMMA WEBB	EXECUTIVE DI	8.50	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	$208,972	$221,859	$76,662	$-12,887
2024	$247,933	$242,974	$73,146	$4,959
2023	$290,443	$266,205	$120,154	$24,238
2022	$223,063	$278,281	$127,378	$-55,218
2021	$218,122	$254,273	$188,803	$-36,151
2020	$204,336	$293,644	$195,764	$-89,308
2019	$250,236	$277,229	$251,295	$-26,993

IOWA OSTEOPATHIC MEDICAL ASSOCIATION