ACADEMY OF INTEGRATIVE HEALTH & MEDICINE (EIN 465544758) - 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

2014

Legal Domicile

Phone

8582409033

Tax Period

2023-01-01 to 2023-12-31

ACADEMY OF INTEGRATIVE HEALTH & MEDICINE, founded in 2014, is a community nonprofit in the Health Care sector that reported $2.6M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $3.4M exceeded revenue, resulting in a 29% operating deficit.

Mission

The Academy of Integrative Health & Medicine (AIHM) is a global interprofessional integrative health association working to transform healthcare body, mind, spirt, community & planet. AIHM is the leading professional organization for the holistic and integrative health community.

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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 (2023)

Revenue Breakdown

Contributions & Grants $383,744

Program Service Revenue $2,173,785

Investment Income $105

Other Revenue $36,889

TOTAL REVENUE $2,594,523

Expense Breakdown

Grants Paid $759,247

Salaries & Benefits $1,476,011

Fundraising Expenses $129,363

Program Expenses $2,660,064

Other Expenses $1,123,558

TOTAL EXPENSES $3,358,816

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,594,523	$2,902,931	-0.1%
Expenses	$3,358,816	$2,799,731	+0.2%
Net Income	$-764,293	$103,200	-8.4%

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

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

$118,625

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TABATHA PARKER	FORMER EXECUTIVE DIR.	40.00		$211,037	$27,357	$238,394
ERIKA CAPPELLUTI MD	Fellowship Dir.	25.00		$166,284	$9,032	$175,316
CAITLIN MARINARO	ASSOC DIR EVENTS	40.00		$123,704	$409	$124,113
APRIL GRUZINSKY	DIR OF ADMISSION	40.00		$101,907	$17,002	$118,909
BRYAN HAUF	DIR ONLINE EDUCAT	40.00		$104,554	$9,156	$113,710
STEPHAN NOBS AS OF 712023	COO	40.00	Officer	$60,000	$0	$60,000
BILL MEEKER AS OF 712023	Executive Dir.	40.00	Officer	$58,625	$0	$58,625
HEIDI ROGERS	Secretary	5.00	Officer Director	$0	$0	$0
SARA GOTTFRIED	Director	5.00	Director	$0	$0	$0
JoAnn Yanez	Director	5.00	Director	$0	$0	$0
STACY GOMES	Director	5.00	Director	$0	$0	$0
Scarlet Soriano	Director	5.00	Director	$0	$0	$0
RACHEL ABRAMS	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
Dale Healey	Director	5.00	Director	$0	$0	$0
Jean Davis	Director	5.00	Director	$0	$0	$0
Mimi Guarneri	FOUNDING PRES	5.00	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
2024	No data	No data	No data	No data
2023	$2,594,523	$3,358,816	$805,728	$-764,293
2022	$2,902,931	$2,799,731	$1,604,267	$103,200
2021	$3,057,532	$2,637,280	$1,519,431	$420,252
2020	$2,243,290	$1,974,255	$1,043,080	$269,035
2019	$2,420,927	$2,600,589	$758,022	$-179,662
2018	$2,712,452	$2,815,083	$914,438	$-102,631

ACADEMY OF INTEGRATIVE HEALTH & MEDICINE