Society of Teachers of Family Medicine Foundation (EIN 510187107) - 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

1975

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Society of Teachers of Family Medicine Foundation, founded in 1975, is a small nonprofit in the Health Care sector that reported $270K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $74K, a strong 27% operating margin.

Mission

The STFM Foundation was formed to carry out certain charitable, educational, literary, and scientific purposes of STFM, including to promote and maintain the high standards of the teaching of family medicine.

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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 $50,000

Program Service Revenue $109,300

Investment Income $51,793

Other Revenue $58,911

TOTAL REVENUE $270,004

Expense Breakdown

Grants Paid $28,097

Salaries & Benefits $0

Fundraising Expenses $51,789

Program Expenses $56,904

Other Expenses $168,336

TOTAL EXPENSES $196,433

Year-over-Year Comparison

	2023	2022	Change
Revenue	$270,004	$224,591	+0.2%
Expenses	$196,433	$207,024	-0.1%
Net Income	$73,571	$17,567	+3.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terrence Steyer	Board Member	1.00	Director	$0	$0	$0
Klive Forde	Board Member	1.00	Director	$0	$0	$0
Katherine Fortenberry	Board Member	1.00	Director	$0	$0	$0
Melly Goodell	Board Member	1.00	Director	$0	$0	$0
Jake Prunuske	Board Member	1.00	Director	$0	$0	$0
Bonzo Reddick	Board Member	1.00	Director	$0	$0	$0
Jody Lounsbery	Board Member	1.00	Director	$0	$0	$0
Jason Marker	Board Member	1.00	Director	$0	$0	$0
Caryl Heaton	Board Member	1.00	Director	$0	$0	$0
Juan Robles	Board Member	1.00	Director	$0	$0	$0
Natalia Galarza Carrazco	Board Member	1.00	Director	$0	$0	$0
Evelyn Figueroa	Vice President	1.00	Officer Director	$0	$0	$0
Scott Fields	President	1.00	Officer Director	$0	$0	$0
Joel Heidelbaugh	Secretary	1.00	Officer Director	$0	$0	$0
Melly Goodell	Treasurer	1.00	Officer Director	$0	$0	$0
Stacy Brungardt	Executive Director	2.00	Officer	$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	$270,004	$196,433	$1,752,157	$73,571
2022	$224,591	$207,024	$1,574,504	$17,567
2021	$222,085	$146,570	$1,845,560	$75,515
2020	$208,913	$309,296	$1,468,034	$-100,383
2019	$402,518	$422,526	$1,458,887	$-20,008

Society of Teachers of Family Medicine Foundation