ASSOCIATION OF FAMILY MEDICINE RESIDENCY DIRECTORS (EIN 431559340) - 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

1990

Legal Domicile

Principal Officer

LISA OCHS

Phone

9139066000

Tax Period

2024-01-01 to 2024-12-31

ASSOCIATION OF FAMILY MEDICINE RESIDENCY DIRECTORS, founded in 1990, is a community nonprofit in the Unknown sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $296K, a strong 19% operating margin.

Mission

THE ORGANIZATION'S PRIMARY PURPOSE IS TO PROMOTE EXCELLENCE IN FAMILY MEDICINE GRADUATE MEDICAL EDUCATION IN ORDER TO MEET THE HEALTH CARE NEEDS OF THE AMERICAN PUBLIC.

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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 $42,857

Program Service Revenue $881,376

Investment Income $666,553

Other Revenue $0

TOTAL REVENUE $1,590,786

Expense Breakdown

Grants Paid $56,319

Salaries & Benefits $303,498

Fundraising Expenses $0

Program Expenses $841,393

Other Expenses $934,897

TOTAL EXPENSES $1,294,714

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,590,786	$1,251,375	+0.3%
Expenses	$1,294,714	$1,134,903	+0.1%
Net Income	$296,072	$116,472	+1.5%

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

$303,498

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONALD RAJ WOOLEVER MD	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
GRACE CHEN YU MD	DIRECTOR	1.00	Director	$0	$0	$0
NICHOLAS SCHENK MD	DIRECTOR	1.00	Director	$0	$0	$0
KELSIE KELLY MD	TREASURER	1.00	Officer Director	$0	$0	$0
KIM STUTZMAN MD	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
SARAH COLE DO	PRESIDENT	1.00	Officer Director	$0	$0	$0
SARAH HOLDER DO	DIRECTOR	1.00	Director	$0	$0	$0
PARASTOU FARHADIAN MD	DIRECTOR	1.00	Director	$0	$0	$0
SANTINA WHEAT MD	DIRECTOR	1.00	Director	$0	$0	$0
ALYSIA HERZOG MD	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA MILLER MD	DIRECTOR	1.00	Director	$0	$0	$0
LISA OCHS	EXECUTIVE DIRECTOR	35.00	Officer	$145,011	$42,728	$187,739
NEIL ROBERTSON	DEPUTY EXECUTIVE DIRECTOR	35.00	Officer	$114,029	$1,730	$115,759

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	$1,590,786	$1,294,714	$7,762,014	$296,072
2023	$1,251,375	$1,134,903	$7,148,581	$116,472
2022	$1,136,456	$1,089,127	$6,519,965	$47,329
2021	$1,265,364	$732,062	$7,223,781	$533,302
2020	$947,532	$935,608	$6,051,445	$11,924
2019	$1,149,399	$1,078,533	$6,171,860	$70,866
2018	$1,045,526	$914,362	$5,525,209	$131,164

ASSOCIATION OF FAMILY MEDICINE RESIDENCY DIRECTORS