Association of Occupational and Environmental Clinics (EIN 521553060) - 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

1987

Legal Domicile

Principal Officer

Amber Mitchell

Phone

2023474976

Tax Period

2023-10-01 to 2024-09-30

Association of Occupational and Environmental Clinics, founded in 1987, is a small nonprofit in the Health Care sector that reported $378K in total revenue in fiscal year 2023. Expenses of $495K exceeded revenue, resulting in a 31% operating deficit.

Mission

To provide health data for occupational health clinics.

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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 $339,496

Program Service Revenue $38,903

Investment Income $0

Other Revenue $0

TOTAL REVENUE $378,399

Expense Breakdown

Grants Paid $0

Salaries & Benefits $243,874

Fundraising Expenses $0

Program Expenses $362,749

Other Expenses $251,288

TOTAL EXPENSES $495,162

Year-over-Year Comparison

	2023	2022	Change
Revenue	$378,399	$358,305	+0.1%
Expenses	$495,162	$408,601	+0.2%
Net Income	$-116,763	$-50,296	+1.3%

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

$86,108

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathleen Fagan MD MPH	President	1.00	Officer Director	$0	$0	$0
Cynthia Ball DO MS	Director	1.00	Director	$0	$0	$0
Mariko Limpar MD	Director	1.00	Director	$0	$0	$0
Andrew Zarnke	Director	1.00	Director	$0	$0	$0
Kathleen Rest PhD MPA	Director	1.00	Director	$0	$0	$0
Craig Slatin PhD	Treasurer	1.00	Officer Director	$0	$0	$0
Bonnie Rogers DrPH COHN-S LNCC	Director	1.00	Director	$0	$0	$0
Marcus Cervantes MD MPH	Vice President/Secretary	1.00	Director	$0	$0	$0
Robert Harrison MD MPH	Director	1.00	Director	$0	$0	$0
Janie L Gittleman PhD MRP	Executive Director	32.00	Officer	$79,185	$0	$79,185
Katherine H Kirkland	Executive Director to Jan 2023	32.00	Officer	$6,840	$83	$6,923

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	$378,399	$495,162	$16,087	$-116,763
2023	$358,305	$408,601	$126,765	$-50,296
2022	$502,275	$430,053	$173,371	$72,222
2021	$322,130	$367,181	$101,224	$-45,051
2020	$284,322	$309,898	$143,543	$-25,576
2019	$501,288	$604,701	$179,431	$-103,413
2018	$757,752	$591,359	$266,793	$166,393

Association of Occupational and Environmental Clinics