Academy of Allergy and Asthma Prim… - 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

2012

Legal Domicile

Principal Officer

Jeremy Szeto MD

Phone

2102310139

Tax Period

2019-01-01 to 2019-12-31

Academy of Allergy and Asthma Primary Care Inc, founded in 2012, is a small nonprofit that reported $122K in total revenue in fiscal year 2019. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $28K, a strong 23% operating margin.

Mission

AAAPC provides live and on-demand CME education and an advocate voice for its member physicians so they can provide exceptional care to the patients they serve.

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $0

This entity converted the educational webinars to evergreen on-demand training and also established one more e-learning course.

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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 (2019)

Revenue Breakdown

Contributions & Grants $122,318

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $122,318

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $94,691

TOTAL EXPENSES $94,691

Year-over-Year Comparison

	2019	2018	Change
Revenue	$122,318	$201,575	-0.4%
Expenses	$94,691	$164,329	-0.4%
Net Income	$27,627	$37,246	-0.3%

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
Leihlani Bajacan	Officer	1.00	Officer Director	$0	$0	$0
David Boone	Trustee	1.00	Director	$0	$0	$0
Jeff Bullard	Officer	1.00	Officer Director	$0	$0	$0
Robert L Patterson DO	Trustee	1.00	Director	$0	$0	$0
Dr David Reichert	Trustee	1.00	Director	$0	$0	$0
Dr Frederick Schaffer	Trustee	1.00	Director	$0	$0	$0
Alexis Smith	Officer	1.00	Officer Director	$0	$0	$0
Jeremy Szeto MD	Trustee	1.00	Director	$0	$0	$0
Brooks Trotter MD	Trustee	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
2019	$122,318	$94,691	$64,873	$27,627
2018	$201,575	$164,329	$57,036	$37,246

Academy of Allergy and Asthma Primary Care Inc