AMERICAN ACADEMY OF FAMILY PHYSICIANS (EIN 440536051) - 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

1947

Legal Domicile

Phone

9139066000

Tax Period

2024-06-01 to 2025-05-31

AMERICAN ACADEMY OF FAMILY PHYSICIANS, founded in 1947, is a mid-sized nonprofit that reported $91.4M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF AAFP IS TO IMPROVE THE HEALTH OF PATIENTS, FAMILIES, AND COMMUNITIES BY SERVING THE NEEDS OF MEMBERS WITH PROFESSIONALISM AND CREATIVITY.

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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 $33,889,013

Program Service Revenue $40,428,830

Investment Income $8,986,313

Other Revenue $8,125,101

TOTAL REVENUE $91,429,257

Expense Breakdown

Grants Paid $429,640

Salaries & Benefits $48,664,938

Fundraising Expenses $0

Program Expenses $0

Other Expenses $45,622,165

TOTAL EXPENSES $94,716,743

Year-over-Year Comparison

	2024	2023	Change
Revenue	$91,429,257	$83,188,391	+0.1%
Expenses	$94,716,743	$90,650,853	+0.0%
Net Income	$-3,287,486	$-7,462,462	-0.6%

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

376

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

$3,294,087

Total Directors

$1,215,177

Key Employees

$1,777,965

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARON GERSCH	VICE SPEAKER	15.0	Officer Director	$19,751	$0	$19,751
JENNIFER BRULL	PRESIDENT, BEGIN 9/24	40.0	Officer Director	$314,625	$0	$314,625
RUSSELL KOHL	SPEAKER	18.0	Officer Director	$23,111	$0	$23,111
SARAH NOSAL	PRESIDENT-ELECT, BEGIN 9/24	24.0	Officer Director	$92,864	$0	$92,864
Steve Furr	BOARD CHAIR, BEGIN 9/24	27.0	Officer Director	$340,549	$0	$340,549
TOCHI IROKU-MALIZE	BOARD CHAIR, END 9/24	27.0	Officer Director	$225,345	$0	$225,345
Aerial Petty	DIRECTOR, BEGIN 9/24	15.0	Director	$10,156	$0	$10,156
Cynthia Chen-Joea	DIRECTOR, BEGIN 9/24	15.0	Director	$9,592	$0	$9,592
Elisabeth Mock	DIRECTOR, BEGIN 9/24	15.0	Director	$0	$0	$0
GAIL GUERRERO-TUCKER	DIRECTOR, END 9/24	15.0	Director	$6,680	$0	$6,680
JANET NWAUKONI	DIRECTOR, END 9/24	15.0	Director	$20,909	$0	$20,909
JAY LEE	DIRECTOR	15.0	Director	$3,350	$0	$3,350
JEFFREY ZAVALA	DIRECTOR	15.0	Director	$17,997	$0	$17,997
KAREN SMITH	DIRECTOR, END 9/24	15.0	Director	$20,000	$0	$20,000
Kathleen Mueller	DIRECTOR	15.0	Director	$8,916	$0	$8,916
KISHA DAVIS	DIRECTOR	15.0	Director	$18,094	$0	$18,094
MATTHEW ADKINS	DIRECTOR, END 9/24	15.0	Director	$10,700	$0	$10,700
Mikala Cessac	DIRECTOR, BEGIN 9/24	15.0	Director	$6,692	$0	$6,692
PATRICK BRENT SMITH	DIRECTOR	15.0	Director	$10,500	$0	$10,500
SARAH SAMS	DIRECTOR	15.0	Director	$22,942	$0	$22,942
Shannon Dowler	DIRECTOR, BEGIN 9/24	15.0	Director	$8,630	$0	$8,630
TAREE CHADWICK	DIRECTOR, END 9/24	15.0	Director	$18,774	$0	$18,774
TERESA LOVINS	DIRECTOR	15.0	Director	$5,000	$0	$5,000
CHARLOTTE KERNER	CFO/SVP	40.0	Officer	$368,511	$92,503	$461,014
HEATHER LEITH	SVP	40.0	Officer	$348,880	$98,353	$447,233
PAULA MATTHEWS	CAO/SVP	40.0	Officer	$369,122	$96,549	$465,671
R SHAWN MARTIN	CEO/EVP	40.0	Officer	$822,129	$81,795	$903,924
JULIE WOOD	SVP, RESIGNED 5/25	40.0	Key Emp	$386,233	$95,480	$481,713
MARGOT SAVOY	SVP	40.0	Key Emp	$394,499	$75,030	$469,529
MICHELLE EMERSON	SVP, BEGIN 10/23	40.0	Key Emp	$311,097	$34,691	$345,788
STEPHANIE QUINN	SVP	40.0	Key Emp	$379,610	$101,325	$480,935
HEATHER PALMER	VP	40.0	Highest	$278,070	$90,677	$368,747
KAREN JOHNSON	VP	40.0	Highest	$277,461	$63,529	$340,990
KAREN MITCHELL	VP	40.0	Highest	$307,574	$88,609	$396,183
STEVEN WALDREN	VP	40.0	Highest	$314,651	$87,862	$402,513
YALDA JABBARPOUR	DIRECTOR	40.0	Highest	$308,890	$55,277	$364,167

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	$91,429,257	$94,716,743	$87,261,584	$-3,287,486
2024	$83,188,391	$90,650,853	$93,969,142	$-7,462,462
2023	$86,364,635	$95,126,004	$96,025,059	$-8,761,369
2022	$86,228,373	$81,777,885	$105,697,691	$4,450,488
2021	$80,621,577	$87,462,506	$101,712,707	$-6,840,929
2020	$85,259,050	$92,935,997	$86,975,881	$-7,676,947
2019	$90,289,802	$96,425,940	$100,116,671	$-6,136,138
2018	$91,478,664	$90,633,214	$110,691,450	$845,450

AMERICAN ACADEMY OF FAMILY PHYSICIANS