American Society of Consultant Pharmacists (EIN 520942322) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

Chad Worz

Phone

7037391300

Tax Period

2023-10-01 to 2024-09-30

AMERICAN SOCIETY OF CONSULTANT PHARMACISTS, founded in 1969, is a community nonprofit that reported $5.1M in total revenue in fiscal year 2017. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $4.4M left a modest 14% surplus.

Mission

To promote healthy aging by empowering pharmacists with education, resources, and innovative opportunities.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,821,256

Program Service Revenue $4,304,087

Investment Income $153,365

Other Revenue $3,406

TOTAL REVENUE $7,282,114

Expense Breakdown

Grants Paid $28,930

Salaries & Benefits $2,857,247

Fundraising Expenses $0

Other Expenses $3,907,746

TOTAL EXPENSES $6,793,923

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,282,114	$5,525,983	+0.3%
Expenses	$6,793,923	$5,341,139	+0.3%
Net Income	$488,191	$184,844	+1.6%

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

Volunteers

100

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

$539,876

Total Directors

Key Employees

$192,552

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Hedva Levy	Chair (Until 11/2023)	1.00	Officer Director	$0	$0	$0
Jeanne Manzi	Chair (As of 11/2023)	1.00	Officer Director	$0	$0	$0
Deborah Milto	President (As of 11/2023)	1.00	Officer Director	$0	$0	$0
Marsha Meyer	President-elect (As of 11/2023)	1.00	Officer Director	$0	$0	$0
Rolf Schrader	Treasurer	1.00	Officer Director	$0	$0	$0
Rob Leffler	Director	1.00	Director	$0	$0	$0
Rob Accetta	Director	1.00	Director	$0	$0	$0
Jessica Androff	Director	1.00	Director	$0	$0	$0
Flora Bessey	Director	1.00	Director	$0	$0	$0
Jennifer Divinney	Director	1.00	Director	$0	$0	$0
Carrie McClaughry	Director	1.00	Director	$0	$0	$0
Christina Polomoff	Director	1.00	Director	$0	$0	$0
Scott Blaszcyzk	Director	1.00	Director	$0	$0	$0
Jeffery Schneider	Director	1.00	Director	$0	$0	$0
Jason Sutton	Director (Until 11/2023)	1.00	Director	$0	$0	$0
Teri Fagan	Director (Until 11/2023)	1.00	Director	$0	$0	$0
Chad Worz	CEO/Secretary	37.00	Officer	$371,799	$14,987	$386,786
Chuck Molina	CFO	40.00	Officer	$146,824	$6,266	$153,090
Christine Holder	Sr Dir of Strategic Growth	40.00	Key Emp	$183,849	$8,703	$192,552
Avra Thomas	Sr Dir of Pharmacy Practice	40.00	Highest	$138,668	$8,534	$147,202
Arnold Clayman	VP, Professional Affairs	40.00	Highest	$141,957	$9,423	$151,380
Jing Wu	Dir of Pharmacy Data Strategy	40.00	Highest	$128,318	$7,930	$136,248
James Lewis	Sr Dir of Policy & Advocacy	40.00	Highest	$142,891	$7,234	$150,125

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	$7,282,114	$6,793,923	$7,396,446	$488,191
2023	$5,525,983	$5,341,139	$5,635,734	$184,844
2022	$3,870,892	$3,791,203	$4,626,444	$79,689
2021	$3,949,931	$3,290,735	$4,904,432	$659,196
2020	$3,664,312	$3,540,365	$3,868,865	$123,947
2019	$3,890,330	$4,017,593	$3,638,270	$-127,263
2018	$5,143,882	$4,411,002	$3,697,154	$732,880

American Society of Consultant Pharmacists