AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY INC (EIN 521230095) - 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

1981

Legal Domicile

Principal Officer

Jami Lucas

Phone

2029555010

Tax Period

2023-01-01 to 2023-12-31

AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY INC, founded in 1981, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2018. Revenue decreased 15% compared to the prior year.

Mission

To enhance the knowledge and skill of physicians and others in the care of the allergic patient.

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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 $10,000

Program Service Revenue $1,661,056

Investment Income $124,272

Other Revenue $134,290

TOTAL REVENUE $1,929,618

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $773,315

Fundraising Expenses $0

Program Expenses $0

Other Expenses $987,376

TOTAL EXPENSES $1,780,691

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,929,618	$1,884,730	+0.0%
Expenses	$1,780,691	$1,844,863	0.0%
Net Income	$148,927	$39,867	+2.7%

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

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

$385,651

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mathew Patterson MD	Board Member	1.00	Director	$0	$0	$0
Jami Lucas	Executive Director CEO	40.00	Officer	$301,899	$46,008	$385,651
Marina Fassnacht	Director Marketing and Communications	40.00	Highest	$112,865	$18,201	$131,066
Douglas Dawson MD	President	1.00	Officer Director	$0	$0	$0
Keith Sale MD	President Elect	1.00	Officer Director	$0	$0	$0
Kevin Wilson MD	Secretary	1.00	Officer Director	$0	$0	$0
Dale Baker MD	Treasurer	1.00	Officer Director	$0	$0	$0
Ayesha Khalid MD MA	Past President	1.00	Officer Director	$0	$0	$0
Michael Platt MD	Past President	1.00	Officer Director	$0	$0	$0
Robert Stachler MD	Education Coordinator	1.00	Director	$0	$0	$0
Farrah Siddiqui MD	Educ Programs Director	1.00	Director	$0	$0	$0
Christopher Brook MD	Educ Assessment Director	1.00	Director	$0	$0	$0
Jennifer Villwork MD	Patient and Prof Educ Chair	1.00	Director	$0	$0	$0
Robert Puchalski MD	Socioeconomic Chair	1.00	Director	$0	$0	$0
Michelle Liu MD	Board Member	1.00	Director	$0	$0	$0
William Reisacher MD	Board Member	1.00	Director	$0	$0	$0
Bryan Leatherman MD	Board Member	1.00	Director	$0	$0	$0
Christopher Vickery MD	Board Member	1.00	Director	$0	$0	$0
Christine DeMason MD	Board Member	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
2024	No data	No data	No data	No data
2023	$1,929,618	$1,780,691	$6,078,613	$148,927
2022	$1,884,730	$1,844,863	$5,023,460	$39,867
2021	$1,896,845	$1,440,580	$5,697,272	$456,265
2020	$1,612,383	$1,638,023	$4,855,020	$-25,640
2019	$2,108,396	$2,317,759	$4,631,194	$-209,363
2018	$1,890,112	$2,071,154	$4,540,176	$-181,042

AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY INC