AMERICAN ACADEMY OF FAMILY PHYSICI… - Form 990 Financial Data

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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

SONIA BELL

Phone

5152444182

Tax Period

2025-01-01 to 2025-12-31

AMERICAN ACADEMY OF FAMILY PHYSICIANS IOWA CHAPTER, founded in 1957, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2025. Revenue surged 110% from the prior year, signaling strong growth momentum. The organization ran a surplus of $805K, a strong 58% operating margin.

Mission

ADVOCATE, EDUCATE AND SUPPORT FAMILY PHYSICIANS TO IMPROVE THE HEALTH AND WELLBEING OF PATIENTS, FAMILIES, AND COMMUNITIES.

Program Service Accomplishments

Program 1

MEETINGS AND SEMINARS ATTENDED BY PHYSICIANS TO BETTER SERVE THE NEEDS OF THEIR PATIENTS.

Program 2

TO PROMOTE THE SERVICES, IMAGE AND CAREER OF A FAMILY PHYSICIAN.

Program 3

EDUCATION AND OTHER SERVICES FOR THE MEMBERS.

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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 $3,980

Program Service Revenue $466,638

Investment Income $886,950

Other Revenue $26,249

TOTAL REVENUE $1,383,817

Expense Breakdown

Grants Paid $0

Salaries & Benefits $321,319

Fundraising Expenses $0

Other Expenses $257,045

TOTAL EXPENSES $578,364

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,383,817	$660,193	+1.1%
Expenses	$578,364	$539,295	+0.1%
Net Income	$805,453	$120,898	+5.7%

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

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

$134,612

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SONIA BELL MBA	EXECUTIVE VICE PRESIDENT	35.00	Officer	$134,612	$0	$134,612
KATE HANRAHAN MD	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
SARAH LEDGER DO	PRESIDENT	3.00	Officer Director	$0	$0	$0
JASON WILBUR MD	PRESIDENT-ELECT	3.00	Officer Director	$0	$0	$0
SPENCER CARLSTONE MD	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
PATRICK COURTNEY MD	SECRETARY/TREASURER	3.00	Officer Director	$0	$0	$0
ANNA MARK	DISTRICT 1	1.00	Director	$0	$0	$0
LAURA LASACK	DISTRICT 1	1.00	Director	$0	$0	$0
URSULA LIVERMORE MD	DISTRICT 1 THRU 11/2025	1.00	Director	$0	$0	$0
THOMAS RICHMANN MD	DISTRICT 1 THRU 11/2025	1.00	Director	$0	$0	$0
NICOLE BROKLOFF MD	DISTRICT 2	1.00	Director	$0	$0	$0
KELLY KREI DO	DISTRICT 2	1.00	Director	$0	$0	$0
ROBERT NATHANSON DO	DISTRICT 3 THRU 11/2025	1.00	Director	$0	$0	$0
MADELINE GODAR MD	DISTRICT 3	1.00	Director	$0	$0	$0
JENNA KEMP MD	DISTRICT 3	1.00	Director	$0	$0	$0
SAMANTHA BISSEN DO	DISTRICT 4	1.00	Director	$0	$0	$0
NICOLE EHN	DISTRICT 4	1.00	Director	$0	$0	$0
LISA ZITTERGRUEN	AT-LARGE A	1.00	Director	$0	$0	$0
TIM MCCOY DO	AT-LARGE B	1.00	Director	$0	$0	$0
DANA DANLEY MD	RESIDENCY REPRESENTATIVE	1.00	Director	$0	$0	$0
ERICA ANDERSON	RESIDENT DIRECTOR	1.00	Director	$0	$0	$0
ROBIN BARNETT DO	AAFP DELEGATE	1.00	Director	$0	$0	$0
AMR KAMHAWY MD	AAFP DELEGATE	1.00	Director	$0	$0	$0
SAVANNAH MARKER	PHYSICIAN DIRECTOR	1.00	Director	$0	$0	$0
MADISON BREWSTER	STUDENT DIRECTOR	1.00	Director	$0	$0	$0
FALLON JUNG	STUDENT MEMBER THRU 11/2025	1.00	Director	$0	$0	$0
SEAN WESTENDORF MD	RESIDENT MEMBER THRU 11/2025	1.00	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
2025	$1,383,817	$578,364	$2,344,776	$805,453
2024	No data	No data	No data	No data
2023	$651,805	$580,730	$1,907,867	$71,075
2022	$596,895	$543,152	$1,774,748	$53,743
2021	$500,097	$414,760	$2,052,674	$85,337
2020	$558,342	$421,743	$1,751,019	$136,599
2019	$587,498	$514,248	$1,563,416	$73,250
2018	$571,412	$509,426	$1,294,307	$61,986

AMERICAN ACADEMY OF FAMILY PHYSICIANS IOWA CHAPTER