ACADEMYHEALTH (EIN 521260918) - 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

1981

Legal Domicile

Principal Officer

AARON E CARROLL

Phone

2022926700

Tax Period

2024-01-01 to 2024-12-31

ACADEMYHEALTH, founded in 1981, is a mid-sized nonprofit in the Health Care sector that reported $16.1M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

SEE PART III, LINE 1.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,268,192

Program Service Revenue $10,804,354

Investment Income $59,606

Other Revenue $2,017

TOTAL REVENUE $16,134,169

Expense Breakdown

Grants Paid $2,639,121

Salaries & Benefits $8,845,260

Fundraising Expenses $0

Program Expenses $12,735,371

Other Expenses $5,979,432

TOTAL EXPENSES $17,463,813

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,134,169	$17,876,007	-0.1%
Expenses	$17,463,813	$15,385,232	+0.1%
Net Income	$-1,329,644	$2,490,775	-1.5%

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

$2,121,556

Total Directors

$1,815,228

Key Employees

$1,246,168

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA SIMPSON	PRESIDENT AND CEO (UNTIL 3/31/24)	55.00	Officer Director	$1,308,829	$18,139	$1,326,968
AARON CARROLL	PRESIDENT AND CEO (FROM 3/18/24)	55.00	Officer Director	$475,250	$13,010	$488,260
LUCY SAVITZ	DIRECTOR - CHAIR OF THE BOARD	2.00	Officer Director	$0	$0	$0
RASU SHRESTHA	DIRECTOR - VICE CHAIR OF THE BOARD	2.00	Officer Director	$0	$0	$0
MING JACK PO	DIRECTOR - TREASURER	2.00	Officer Director	$0	$0	$0
NINEZ PONCE	DIRECTOR - SECRETARY	2.00	Officer Director	$0	$0	$0
ALICE S ADAMS	DIRECTOR	2.00	Director	$0	$0	$0
RICHARDO CORREA	DIRECTOR	2.00	Director	$0	$0	$0
CHERYL DAMBERG	DIRECTOR	2.00	Director	$0	$0	$0
SHEKINAH A FASHAW-WALTERS	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW M IBRAHIM	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES N KAHN III	DIRECTOR	2.00	Director	$0	$0	$0
LUSINE POGHOSYAN	DIRECTOR	2.00	Director	$0	$0	$0
LUCIA SAVAGE	DIRECTOR	2.00	Director	$0	$0	$0
ERIC C SCHNEIDER	DIRECTOR	2.00	Director	$0	$0	$0
HONG-LUN TIUNN	DIRECTOR - STUDENT REPRESENTATIVE	2.00	Director	$0	$0	$0
HOLLY HUESTON	CFO AND VP (FROM 5/20/24)	55.00	Officer	$149,499	$8,899	$158,398
DEBORAH EDWARDS	CFO AND VP (UNTIL 5/31/24)	40.00	Officer	$131,847	$16,083	$147,930
MARGO EDMUNDS	VICE PRESIDENT	55.00	Key Emp	$253,793	$22,334	$276,127
MICHAEL GLUCK	VICE PRESIDENT	55.00	Key Emp	$229,658	$28,422	$258,080
KRISTIN ROSENGREN	VICE PRESIDENT	55.00	Key Emp	$235,983	$20,534	$256,517
TEASHA POWELL PELHAM	VICE PRESIDENT	55.00	Key Emp	$205,747	$34,768	$240,515
ELIZABETH COPE	VICE PRESIDENT	55.00	Key Emp	$184,269	$30,660	$214,929
AMY HAMMER	SENIOR DIRECTOR	55.00	Highest	$186,814	$24,769	$211,583
LAUREN ADAMS	SENIOR DIRECTOR	55.00	Highest	$170,444	$23,514	$193,958
STACY HALBERT	IT DIRECTOR	55.00	Highest	$159,339	$33,139	$192,478
ANGELICA RODRIQUEZ	MEMBERSHIP DIRECTOR	55.00	Highest	$165,247	$23,339	$188,586
SUSAN KENNEDY	SENIOR DIRECTOR	55.00	Highest	$153,798	$27,010	$180,808

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	$16,134,169	$17,463,813	$12,800,272	$-1,329,644
2023	$17,876,007	$15,385,232	$17,335,428	$2,490,775
2022	$12,169,245	$12,316,579	$15,559,119	$-147,334
2021	$10,997,597	$10,901,772	$12,302,710	$95,825
2020	$11,432,438	$11,320,761	$10,944,130	$111,677
2019	$13,209,705	$12,530,158	$10,706,665	$679,547
2018	$12,318,779	$12,324,098	$9,036,113	$-5,319

ACADEMYHEALTH